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
901
$190K 0.01%
12,991
+1,064
902
$186K 0.01%
13,646
+1,500
903
$182K ﹤0.01%
14,400
-800
904
$176K ﹤0.01%
+22,796
905
$165K ﹤0.01%
+15,933
906
$165K ﹤0.01%
5,500,000
907
$159K ﹤0.01%
+2,900
908
$150K ﹤0.01%
18,352
+3,750
909
$146K ﹤0.01%
30,800
+8,300
910
$145K ﹤0.01%
10,000
911
$144K ﹤0.01%
11,033
912
$140K ﹤0.01%
16,100
-500
913
$137K ﹤0.01%
+14,250
914
$128K ﹤0.01%
12,600
915
$120K ﹤0.01%
11,069
+10
916
$120K ﹤0.01%
11,221
-7,597
917
$116K ﹤0.01%
11,250
-2,100
918
$104K ﹤0.01%
14,361
+2,443
919
$96.9K ﹤0.01%
10,374
-3,738
920
$92.7K ﹤0.01%
2,268
-348
921
$86.8K ﹤0.01%
18,500
922
$81.5K ﹤0.01%
12,827
-2,000
923
$79.2K ﹤0.01%
23,500
+2,000
924
$74.8K ﹤0.01%
34,300
925
$60.1K ﹤0.01%
16,333
35 36
37
38 39