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
726
$347K 0.01%
2,864
+185
727
$346K 0.01%
1,197
+121
728
$346K 0.01%
+15,512
729
$345K 0.01%
14,003
-304
730
$345K 0.01%
+5,011
731
$344K 0.01%
4,143
-187
732
$343K 0.01%
50,000
733
$341K 0.01%
5,683
-19
734
$335K 0.01%
29,432
+70
735
$332K 0.01%
1,981
-1,425
736
$331K 0.01%
6,486
737
$331K 0.01%
9,029
-450
738
$331K 0.01%
3,916
+388
739
$331K 0.01%
+2,758
740
$329K 0.01%
1,511
+23
741
$329K 0.01%
11,845
-1,197
742
$329K 0.01%
1,758
+117
743
$327K 0.01%
1,351
-16
744
$326K 0.01%
9,706
+2,682
745
$326K 0.01%
36,358
-4,905
746
$325K 0.01%
21,000
747
$324K 0.01%
+4,814
748
$324K 0.01%
5,163
749
$322K 0.01%
8,957
-693
750
$322K 0.01%
3,168
+150
28 29
30
31 32