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
1
$105M 2.83%
563,603
+110,526
2
$103M 2.77%
404,034
+5,472
3
$98.2M 2.64%
13,885,172
4
$96.5M 2.6%
1,019,553
+78,810
5
$71.7M 1.93%
107,584
-2,346
6
$70.8M 1.91%
2,264,557
+79,565
7
$62.8M 1.69%
121,153
-1,784
8
$59.1M 1.59%
324,040
-39,928
9
$44.2M 1.19%
201,411
+3,453
10
$39.6M 1.07%
59,147
+6,578
11
$38.4M 1.03%
64,019
+1,105
12
$34.7M 0.93%
672,463
+37,152
13
$34.6M 0.93%
306,658
+9,831
14
$33M 0.89%
212,309
+905
15
$32.5M 0.88%
133,637
-5,066
16
$31.9M 0.86%
190,703
-6,209
17
$30.7M 0.83%
1,085,830
-39,846
18
$30.5M 0.82%
295,770
+2,672
19
$29.8M 0.8%
333,871
-151,169
20
$29.4M 0.79%
89,668
+3,642
21
$28.9M 0.78%
578,009
+84,151
22
$27.3M 0.73%
37,138
+194
23
$26.5M 0.71%
84,001
-1,320
24
$25.9M 0.7%
916,063
+1,067
25
$25.4M 0.68%
253,596
-111,613
1
2 3 4 5