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
701
$375K 0.01%
8,470
+3,437
702
$374K 0.01%
+7,632
703
$374K 0.01%
7,130
-1,350
704
$372K 0.01%
1,329
-407
705
$370K 0.01%
10,000
706
$370K 0.01%
14,736
707
$369K 0.01%
1,918
-1,280
708
$369K 0.01%
2,520
-1,098
709
$365K 0.01%
3,433
-52
710
$364K 0.01%
1,040
+104
711
$364K 0.01%
1,823
712
$364K 0.01%
+14,200
713
$363K 0.01%
16,384
714
$362K 0.01%
4,000
715
$362K 0.01%
13,246
+835
716
$361K 0.01%
2,733
+455
717
$361K 0.01%
7,030
+1
718
$360K 0.01%
24,503
+4,563
719
$358K 0.01%
9,328
720
$357K 0.01%
7,750
721
$356K 0.01%
13,859
-32
722
$355K 0.01%
2,821
-422
723
$350K 0.01%
1,347
+324
724
$350K 0.01%
4,432
725
$347K 0.01%
1,006
27 28
29
30 31