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
751
$320K 0.01%
+2,201
752
$319K 0.01%
10,310
+1,168
753
$319K 0.01%
1,803
+76
754
$318K 0.01%
10,191
+34
755
$317K 0.01%
2,499
-100
756
$317K 0.01%
7,100
757
$316K 0.01%
6,694
+467
758
$313K 0.01%
4,810
759
$313K 0.01%
9,819
-99
760
$312K 0.01%
13,063
-1,825
761
$310K 0.01%
4,531
+192
762
$310K 0.01%
4,500
+3,177
763
$305K 0.01%
1,274
-14,071
764
$302K 0.01%
11,677
765
$302K 0.01%
5,832
+1
766
$301K 0.01%
4,779
+926
767
$300K 0.01%
2,980
768
$298K 0.01%
1,558
+66
769
$297K 0.01%
4,973
+97
770
$297K 0.01%
4,177
+308
771
$297K 0.01%
13,763
772
$296K 0.01%
18,605
-500
773
$296K 0.01%
11,190
-1,364
774
$292K 0.01%
1,350
+200
775
$290K 0.01%
1,415
+77
29 30
31
32 33