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
851
$232K 0.01%
+6,400
852
$232K 0.01%
+777
853
$231K 0.01%
19,891
+326
854
$229K 0.01%
4,734
+59
855
$229K 0.01%
2,979
-1,251
856
$228K 0.01%
+1,011
857
$228K 0.01%
7,999
858
$227K 0.01%
+6,100
859
$226K 0.01%
+458
860
$226K 0.01%
8,413
861
$225K 0.01%
2,096
-51
862
$225K 0.01%
14,402
-12,400
863
$225K 0.01%
+1,525
864
$224K 0.01%
8,977
+154
865
$223K 0.01%
4,244
-170
866
$223K 0.01%
+2,077
867
$222K 0.01%
3,923
-75
868
$221K 0.01%
+2,681
869
$220K 0.01%
5,000
-16,450
870
$220K 0.01%
3,048
+37
871
$220K 0.01%
4,693
-8
872
$219K 0.01%
+2,448
873
$219K 0.01%
7,619
-1,500
874
$219K 0.01%
1,617
-168
875
$218K 0.01%
+1,083
33 34
35
36 37