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
826
$247K 0.01%
21,043
827
$247K 0.01%
+3,971
828
$247K 0.01%
+2,449
829
$247K 0.01%
361
+9
830
$246K 0.01%
+792
831
$246K 0.01%
5,956
832
$246K 0.01%
6,069
+518
833
$245K 0.01%
20,482
-1,929
834
$244K 0.01%
10,014
-1,219
835
$244K 0.01%
1,998
-109
836
$243K 0.01%
693
-30
837
$243K 0.01%
5,973
838
$243K 0.01%
3,240
839
$242K 0.01%
+1,132
840
$241K 0.01%
5,551
+313
841
$241K 0.01%
+1,937
842
$241K 0.01%
4,835
-26
843
$240K 0.01%
5,952
-286
844
$239K 0.01%
1,912
-192
845
$239K 0.01%
+2,615
846
$237K 0.01%
18,065
-3,891
847
$236K 0.01%
+2,582
848
$235K 0.01%
3,155
-59
849
$234K 0.01%
+428
850
$233K 0.01%
+4,485
32 33
34
35 36