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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.88M 0.08%
66,643
227
$1.87M 0.08%
9,507
+1
228
$1.86M 0.08%
104,875
229
$1.86M 0.08%
11,158
+225
230
$1.85M 0.08%
52,420
+13,703
231
$1.84M 0.08%
72,499
-24,016
232
$1.82M 0.08%
8,182
-281
233
$1.78M 0.08%
85,897
-2,000
234
$1.78M 0.08%
23,088
-270
235
$1.76M 0.08%
135,680
236
$1.76M 0.08%
125,000
237
$1.75M 0.08%
100,287
+175
238
$1.75M 0.08%
43,596
-140
239
$1.75M 0.08%
130,249
+96,502
240
$1.74M 0.08%
24,930
-6,497
241
$1.73M 0.08%
23,066
-932
242
$1.73M 0.08%
61,033
+3,661
243
$1.73M 0.08%
19,406
-957
244
$1.73M 0.08%
39,153
+4,174
245
$1.72M 0.08%
41,245
+15,152
246
$1.71M 0.08%
42,786
+27,198
247
$1.7M 0.07%
173,474
+11,044
248
$1.67M 0.07%
100,000
+7,500
249
$1.67M 0.07%
45,307
+14,129
250
$1.66M 0.07%
130,997
8 9
10
11 12