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
651
$459K 0.01%
4,829
-475
652
$459K 0.01%
9,285
653
$455K 0.01%
16,032
-23
654
$455K 0.01%
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655
$453K 0.01%
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8,431
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657
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7,870
658
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2,651
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659
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6,073
-2,543
660
$440K 0.01%
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661
$440K 0.01%
18,691
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662
$439K 0.01%
15,252
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663
$439K 0.01%
3,706
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$437K 0.01%
13,618
665
$436K 0.01%
8,632
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$434K 0.01%
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8,653
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1,355
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670
$430K 0.01%
2,462
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$428K 0.01%
8,906
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672
$427K 0.01%
1,876
-17
673
$427K 0.01%
5,702
+3
674
$422K 0.01%
11,906
-1,413
675
$420K 0.01%
5,186
+482
25 26
27
28 29