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
926
$53.9K ﹤0.01%
2,089
-75
927
$42.4K ﹤0.01%
+31,411
928
$38.2K ﹤0.01%
20,000
929
$34.5K ﹤0.01%
11,300
+1,300
930
$29.4K ﹤0.01%
13,203
+2,647
931
– –
-19,066
932
– –
-5,944
933
– –
-10,096
934
– –
-3,404
935
– –
-10,188
936
– –
-11,656
937
– –
-50,008
938
– –
-43,703
939
– –
-1,245
940
– –
-21,348
941
– –
-2,418
942
– –
-11,204
943
– –
-12,294
944
– –
-8,113
945
– –
-67,311
946
– –
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947
– –
-7,044
948
– –
-1,405
949
– –
0
950
– –
-5,092
35 36 37
38
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