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
626
$523K 0.01%
21,243
-1,163
627
$522K 0.01%
8,747
+758
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$522K 0.01%
10,777
629
$521K 0.01%
6,304
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$517K 0.01%
13,630
631
$516K 0.01%
10,239
+5,094
632
$515K 0.01%
+23,713
633
$511K 0.01%
+3,735
634
$504K 0.01%
15,466
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635
$501K 0.01%
10,027
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636
$494K 0.01%
8,283
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637
$493K 0.01%
385
638
$491K 0.01%
12,284
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639
$491K 0.01%
3,158
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640
$489K 0.01%
5,006
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641
$488K 0.01%
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644
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2,017
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645
$476K 0.01%
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646
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27,507
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647
$473K 0.01%
11,710
-236
648
$470K 0.01%
5,586
+162
649
$469K 0.01%
10,249
-9,296
650
$468K 0.01%
2,286
+415
24 25
26
27 28