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
176
$5.06M 0.14%
107,808
+8,832
177
$5.02M 0.14%
36,045
-382
178
$5M 0.13%
93,831
+14,571
179
$4.9M 0.13%
25,005
+22,427
180
$4.87M 0.13%
31,702
-1,140
181
$4.86M 0.13%
10,125
+9
182
$4.81M 0.13%
42,471
-2,289
183
$4.8M 0.13%
41,943
+10,768
184
$4.71M 0.13%
10,304
-48
185
$4.71M 0.13%
21,119
-1,495
186
$4.7M 0.13%
96,439
-1,887
187
$4.7M 0.13%
47,018
+44,426
188
$4.69M 0.13%
82,183
-10,170
189
$4.66M 0.13%
123,169
+33,636
190
$4.65M 0.13%
136,149
+60,678
191
$4.62M 0.12%
61,229
+881
192
$4.62M 0.12%
11,396
+53
193
$4.57M 0.12%
+170,762
194
$4.56M 0.12%
125,379
+19
195
$4.54M 0.12%
37,856
+1,054
196
$4.51M 0.12%
75,320
+3,582
197
$4.47M 0.12%
44,868
-1,552
198
$4.34M 0.12%
13,996
-4,533
199
$4.32M 0.12%
110,055
+11,038
200
$4.31M 0.12%
51,636
-38,491
6 7
8
9 10