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
126
$7.77M 0.21%
115,471
+27,494
127
$7.65M 0.21%
16,504
-785
128
$7.57M 0.2%
104,095
+16,075
129
$7.56M 0.2%
63,030
-4,730
130
$7.37M 0.2%
26,389
+1,206
131
$7.26M 0.2%
265,877
+11,012
132
$7.07M 0.19%
183,673
+176,313
133
$7.02M 0.19%
9,206
-2,781
134
$6.96M 0.19%
131,292
+131
135
$6.9M 0.19%
113,557
+4,176
136
$6.81M 0.18%
89,593
-6,340
137
$6.68M 0.18%
60,713
+53,960
138
$6.66M 0.18%
41,475
+94
139
$6.56M 0.18%
57,622
+710
140
$6.46M 0.17%
17,052
+8,607
141
$6.32M 0.17%
107,461
+15,858
142
$6.26M 0.17%
366,854
+163
143
$6.21M 0.17%
56,183
+8,355
144
$6.21M 0.17%
248,354
+210,336
145
$6.19M 0.17%
140,610
+1,742
146
$6.18M 0.17%
457,775
+16,118
147
$6.16M 0.17%
+26,107
148
$6.13M 0.16%
62,542
+1,925
149
$6.08M 0.16%
54,357
-2,876
150
$6.05M 0.16%
12,680
+147
4 5
6
7 8