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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.84M 0.09%
38,078
-32,180
227
$1.81M 0.09%
41,518
+31
228
$1.81M 0.09%
+34,642
229
$1.8M 0.09%
125,667
+6,200
230
$1.8M 0.09%
10,351
+9
231
$1.78M 0.08%
45,096
-25,270
232
$1.77M 0.08%
16,612
+2,537
233
$1.76M 0.08%
10,242
-40
234
$1.76M 0.08%
100,297
+1,400
235
$1.76M 0.08%
+30,937
236
$1.76M 0.08%
22,794
-2,901
237
$1.73M 0.08%
7,859
-272
238
$1.72M 0.08%
8,936
+187
239
$1.7M 0.08%
135,732
+3,764
240
$1.7M 0.08%
3,820
-32
241
$1.68M 0.08%
102,997
+5
242
$1.67M 0.08%
5,732
243
$1.67M 0.08%
38,650
-91,341
244
$1.65M 0.08%
108,938
-6,864
245
$1.64M 0.08%
106,942
-155,571
246
$1.63M 0.08%
52,241
+205
247
$1.6M 0.08%
+84,380
248
$1.59M 0.08%
4,621
249
$1.58M 0.07%
80,000
250
$1.55M 0.07%
68,150
+57,740
8 9
10
11 12