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
76
$11.4M 0.31%
291,254
+30,797
77
$11.4M 0.31%
57,846
-1,295
78
$11.2M 0.3%
258,990
+2,683
79
$11.2M 0.3%
77,165
-1,677
80
$11.1M 0.3%
40,982
+675
81
$11M 0.3%
47,638
-21,256
82
$11M 0.3%
173,144
-1,096
83
$10.9M 0.29%
58,302
+25,730
84
$10.8M 0.29%
99,109
-3,774
85
$10.7M 0.29%
43,133
+198
86
$10.6M 0.29%
65,487
+69
87
$10.5M 0.28%
93,572
-2,597
88
$10.5M 0.28%
82,713
+2,759
89
$10.4M 0.28%
77,934
+71,840
90
$10.4M 0.28%
36,924
-2,189
91
$10.1M 0.27%
232,194
+10,320
92
$10.1M 0.27%
229,770
+2,442
93
$10.1M 0.27%
62,168
-8,599
94
$10M 0.27%
56,257
-1,980
95
$9.89M 0.27%
171,988
+1,557
96
$9.84M 0.26%
214,926
-2,032
97
$9.43M 0.25%
90,221
-2,813
98
$9.36M 0.25%
355,202
-11,278
99
$9.33M 0.25%
162,216
+95,665
100
$9.19M 0.25%
101,075
-3,516
2 3
4
5 6