USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.65M 0.08%
128,147
+38,115
227
$1.64M 0.08%
207,878
+28,107
228
$1.62M 0.08%
+265,989
229
$1.61M 0.08%
62,302
-115,060
230
$1.61M 0.08%
45,133
-2,775
231
$1.61M 0.08%
85,897
232
$1.6M 0.08%
7,591
+672
233
$1.6M 0.08%
42,500
234
$1.6M 0.08%
49,492
-17,151
235
$1.59M 0.08%
36,285
+425
236
$1.58M 0.08%
130,997
237
$1.58M 0.08%
42,853
+1,608
238
$1.57M 0.08%
5,720
+86
239
$1.57M 0.08%
11,741
-456
240
$1.56M 0.08%
45,309
+2
241
$1.55M 0.08%
43,800
+1,014
242
$1.55M 0.08%
23,701
-11,910
243
$1.55M 0.08%
38,010
-145
244
$1.54M 0.08%
55,463
245
$1.53M 0.08%
14,634
-4,506
246
$1.51M 0.08%
30,792
+8,489
247
$1.5M 0.08%
43,034
-562
248
$1.5M 0.08%
80,000
249
$1.49M 0.08%
38,140
-925
250
$1.49M 0.08%
17,861
-797
8 9
10
11 12