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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.03M 0.08%
+12,329
227
$2.02M 0.08%
21,711
-16,434
228
$2M 0.08%
54,144
+20,581
229
$1.99M 0.08%
4,983
-4,952
230
$1.96M 0.08%
39,802
-17,842
231
$1.95M 0.08%
9,890
-120
232
$1.95M 0.08%
74,542
+5,218
233
$1.95M 0.08%
+27,212
234
$1.94M 0.08%
26,867
+12,735
235
$1.94M 0.08%
+72,952
236
$1.93M 0.08%
133,705
-2,100
237
$1.92M 0.08%
+42,099
238
$1.92M 0.08%
46,273
-586
239
$1.92M 0.08%
31,332
-1,764
240
$1.92M 0.08%
+12,465
241
$1.92M 0.08%
13,024
+603
242
$1.87M 0.07%
7,117
-1,309
243
$1.87M 0.07%
103,490
-11,368
244
$1.86M 0.07%
+15,614
245
$1.83M 0.07%
67,548
+53,448
246
$1.82M 0.07%
105,197
-5,100
247
$1.82M 0.07%
80,000
248
$1.82M 0.07%
87,704
-772
249
$1.82M 0.07%
10,987
-32,230
250
$1.81M 0.07%
99,162
-366
8 9
10
11 12