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
201
$4.31M 0.12%
60,253
+1,089
202
$4.31M 0.12%
14,471
+1,566
203
$4.25M 0.11%
17,207
-10,275
204
$4.2M 0.11%
45,048
+28
205
$4.19M 0.11%
7,023
+86
206
$4.15M 0.11%
21,545
-868
207
$4.12M 0.11%
117,588
-1,780
208
$4.06M 0.11%
+4,925
209
$3.96M 0.11%
77,208
+23,959
210
$3.93M 0.11%
1,681
+76
211
$3.92M 0.11%
38,639
+1,484
212
$3.86M 0.1%
19,476
-700
213
$3.8M 0.1%
+85,526
214
$3.79M 0.1%
74,294
+48,965
215
$3.7M 0.1%
+57,579
216
$3.69M 0.1%
93,556
+30,896
217
$3.66M 0.1%
31,969
+3,927
218
$3.56M 0.1%
71,484
+38,667
219
$3.52M 0.09%
10,711
+1,472
220
$3.52M 0.09%
11,226
-346
221
$3.52M 0.09%
70,610
+11,687
222
$3.49M 0.09%
8,254
-32
223
$3.42M 0.09%
16,940
-803
224
$3.36M 0.09%
35,505
+2,094
225
$3.35M 0.09%
18,238
-476
7 8
9
10 11