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
601
$573K 0.02%
25,209
+1,968
602
$572K 0.02%
13,324
603
$571K 0.02%
4,667
604
$571K 0.02%
22,350
+7,700
605
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5,624
606
$564K 0.02%
7,184
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607
$562K 0.02%
15,366
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608
$561K 0.02%
3,777
-434
609
$558K 0.02%
60,860
610
$558K 0.02%
17,703
-1,628
611
$553K 0.01%
23,427
-6,287
612
$546K 0.01%
8,002
-1,536
613
$544K 0.01%
12,949
+199
614
$543K 0.01%
1,569
+175
615
$543K 0.01%
46,624
616
$541K 0.01%
12,321
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617
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3,762
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618
$539K 0.01%
10,631
619
$537K 0.01%
7,404
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620
$537K 0.01%
6,127
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621
$533K 0.01%
37,595
-155
622
$533K 0.01%
13,706
623
$529K 0.01%
32,572
+13,065
624
$526K 0.01%
9,916
625
$524K 0.01%
2,900
-3,985
23 24
25
26 27