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
101
$9.15M 0.25%
181,251
+3,862
102
$9.12M 0.25%
134,948
+2,955
103
$9.07M 0.24%
20,402
+3,712
104
$8.92M 0.24%
93,496
-7,374
105
$8.85M 0.24%
11,859
+94
106
$8.83M 0.24%
138,788
-664
107
$8.75M 0.24%
35,524
-282
108
$8.64M 0.23%
133,547
+21,857
109
$8.61M 0.23%
74,856
-433
110
$8.6M 0.23%
64,497
-1,464
111
$8.47M 0.23%
190,107
-7,108
112
$8.46M 0.23%
9,136
+134
113
$8.33M 0.22%
124,200
+3,874
114
$8.25M 0.22%
162,446
-227,178
115
$8.24M 0.22%
195,993
+5,924
116
$8.22M 0.22%
77,011
+7,303
117
$8.22M 0.22%
184,080
-4,434
118
$8.19M 0.22%
16,701
-144
119
$8.04M 0.22%
235,286
+5,063
120
$8.01M 0.22%
250,924
-20,047
121
$8M 0.22%
190,518
+3,897
122
$7.96M 0.21%
13,988
-44
123
$7.93M 0.21%
158,146
+2,468
124
$7.92M 0.21%
249,651
-28,298
125
$7.77M 0.21%
106,499
-10,222
3 4
5
6 7