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
51
$15.4M 0.42%
299,709
+135,965
52
$15.3M 0.41%
215,984
-6,324
53
$15.3M 0.41%
224,078
-147,951
54
$15.1M 0.41%
266,116
+2,694
55
$15.1M 0.41%
284,939
-9,030
56
$14.9M 0.4%
346,953
+23,370
57
$14.7M 0.4%
123,561
-802
58
$14.4M 0.39%
42,148
-28,268
59
$13.9M 0.37%
209,952
+2,077
60
$13.8M 0.37%
83,030
+606
61
$13.6M 0.37%
45,319
+9,836
62
$13.5M 0.36%
62,708
+474
63
$13.5M 0.36%
63,408
-33,300
64
$13.1M 0.35%
36,818
+4,622
65
$13M 0.35%
765,190
+12,949
66
$12.7M 0.34%
182,323
+6,617
67
$12.6M 0.34%
27,544
-24,483
68
$12.5M 0.34%
111,515
+3,024
69
$12.5M 0.34%
90,210
+944
70
$12.2M 0.33%
37,316
-203
71
$12.1M 0.33%
85,850
-14,838
72
$12.1M 0.33%
147,232
-39,409
73
$12M 0.32%
471,208
+9,259
74
$11.9M 0.32%
167,559
+943
75
$11.8M 0.32%
46,345
+2,428
1 2
3
4 5