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
801
$266K 0.01%
17,416
+22
802
$266K 0.01%
993
+164
803
$266K 0.01%
11,000
804
$265K 0.01%
25,341
-10,000
805
$264K 0.01%
4,960
-195
806
$264K 0.01%
5,497
-151
807
$262K 0.01%
12,500
+2,500
808
$260K 0.01%
+4,478
809
$259K 0.01%
15,631
-3,000
810
$259K 0.01%
1,249
811
$258K 0.01%
4,298
-60
812
$258K 0.01%
4,393
-1,613
813
$257K 0.01%
523
+17
814
$254K 0.01%
3,749
+621
815
$253K 0.01%
1,517
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816
$253K 0.01%
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817
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1,787
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818
$253K 0.01%
41,835
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819
$251K 0.01%
5,586
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820
$250K 0.01%
1,163
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821
$249K 0.01%
6,735
-296
822
$248K 0.01%
2,750
823
$248K 0.01%
9,549
-1,421
824
$248K 0.01%
42,980
+2,600
825
$248K 0.01%
12,000
-25
31 32
33
34 35