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
776
$289K 0.01%
+21,624
777
$289K 0.01%
5,309
+59
778
$289K 0.01%
8,805
+70
779
$288K 0.01%
12,379
-81
780
$288K 0.01%
19,026
+4,026
781
$288K 0.01%
9,168
782
$287K 0.01%
5,727
-146
783
$286K 0.01%
3,521
-139
784
$285K 0.01%
+3,420
785
$285K 0.01%
2,757
+679
786
$284K 0.01%
+2,547
787
$283K 0.01%
+14,000
788
$283K 0.01%
+4,640
789
$282K 0.01%
+4,282
790
$282K 0.01%
+3,461
791
$281K 0.01%
22,904
-799
792
$281K 0.01%
25,900
-300
793
$281K 0.01%
4,531
+559
794
$279K 0.01%
7,203
+12
795
$277K 0.01%
2,754
796
$276K 0.01%
4,816
-1,000
797
$275K 0.01%
1,465
+159
798
$275K 0.01%
+2,848
799
$274K 0.01%
487
+28
800
$268K 0.01%
+1,223
30 31
32
33 34