USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$10.3M
3
+$8.03M
4
LRCX icon
Lam Research
LRCX
+$7.61M
5
PIFI icon
ClearShares Piton Intermediate Fixed Income ETF
PIFI
+$7.53M

Top Sells

1
+$13.3M
2
+$13.2M
3
+$11.5M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$11.2M
5
CSCO icon
Cisco
CSCO
+$10.1M

Sector Composition

1 Technology 14.58%
2 Energy 13.06%
3 Financials 8.82%
4 Industrials 5.66%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$639K 0.02%
40,689
577
$632K 0.02%
19,375
-852
578
$628K 0.02%
24,295
+7,800
579
$624K 0.02%
6,052
580
$623K 0.02%
10,962
-44
581
$623K 0.02%
3,679
+357
582
$618K 0.02%
19,542
-1,420
583
$617K 0.02%
16,824
-4,367
584
$613K 0.02%
2,042
+37
585
$613K 0.02%
2,759
-19
586
$609K 0.02%
4,177
+198
587
$609K 0.02%
6,395
+22
588
$604K 0.02%
+17,264
589
$602K 0.02%
+7,813
590
$593K 0.02%
6,624
591
$586K 0.02%
30,618
-5,539
592
$586K 0.02%
19,304
-4,801
593
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21,412
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594
$583K 0.02%
18,918
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595
$581K 0.02%
9,985
-897
596
$581K 0.02%
8,002
-157
597
$579K 0.02%
9,464
+186
598
$578K 0.02%
23,320
+3,780
599
$577K 0.02%
4,032
+224
600
$577K 0.02%
38,636
+19,950
22 23
24
25 26