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
676
$420K 0.01%
4,485
677
$418K 0.01%
27,742
-5,938
678
$418K 0.01%
2,558
-22
679
$413K 0.01%
2,583
+34
680
$411K 0.01%
14,062
-1,150
681
$408K 0.01%
50,040
+10,015
682
$407K 0.01%
3,233
-65
683
$405K 0.01%
+16,825
684
$403K 0.01%
13,832
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685
$401K 0.01%
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686
$400K 0.01%
4,141
-788
687
$400K 0.01%
26,723
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688
$400K 0.01%
2,373
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689
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8,348
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690
$398K 0.01%
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14,680
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694
$385K 0.01%
2,042
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695
$384K 0.01%
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696
$382K 0.01%
+11,880
697
$380K 0.01%
+8,366
698
$380K 0.01%
8,309
-1,344
699
$379K 0.01%
3,933
-731
700
$376K 0.01%
3,800
-386
26 27
28
29 30