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
151
$5.92M 0.16%
7,815
-96
152
$5.81M 0.16%
45,329
-6,831
153
$5.75M 0.15%
99,978
-65,097
154
$5.73M 0.15%
150,510
+646
155
$5.72M 0.15%
164,963
+33,597
156
$5.71M 0.15%
209,348
+35,669
157
$5.7M 0.15%
124,401
+32,963
158
$5.69M 0.15%
22,647
+31
159
$5.68M 0.15%
104,400
+2,962
160
$5.66M 0.15%
9,200
+514
161
$5.63M 0.15%
28,723
-1,458
162
$5.59M 0.15%
119,902
+115,508
163
$5.57M 0.15%
131,496
+10,211
164
$5.52M 0.15%
29,117
-2,054
165
$5.5M 0.15%
73,234
+61,191
166
$5.48M 0.15%
38,304
-2,194
167
$5.46M 0.15%
19,333
+177
168
$5.37M 0.14%
79,102
-1,905
169
$5.26M 0.14%
30,761
+34
170
$5.2M 0.14%
33,160
-59
171
$5.17M 0.14%
91,093
+587
172
$5.14M 0.14%
92,695
+44,707
173
$5.14M 0.14%
102,252
+18,606
174
$5.13M 0.14%
95,209
+4,780
175
$5.07M 0.14%
30,265
-79,565
5 6
7
8 9