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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.92M 0.09%
8,879
+1,182
227
$2.91M 0.09%
58,097
+3,439
228
$2.89M 0.09%
15,121
+396
229
$2.88M 0.09%
+36,890
230
$2.88M 0.09%
48,905
-3,478
231
$2.84M 0.09%
41,267
+2,173
232
$2.84M 0.09%
95,879
+5,002
233
$2.84M 0.09%
49,507
+1,617
234
$2.84M 0.09%
+33,952
235
$2.83M 0.09%
7,055
+3,375
236
$2.83M 0.09%
24,550
+2,152
237
$2.82M 0.09%
+15,693
238
$2.81M 0.09%
73,200
-2,000
239
$2.79M 0.09%
+10,068
240
$2.76M 0.09%
93,083
+5,446
241
$2.75M 0.09%
69,077
+49,325
242
$2.74M 0.08%
11,958
+371
243
$2.73M 0.08%
4,774
-4,259
244
$2.73M 0.08%
21,711
-430
245
$2.72M 0.08%
60,100
-10,416
246
$2.71M 0.08%
99,953
+13,526
247
$2.7M 0.08%
5,554
-222
248
$2.67M 0.08%
20,952
+410
249
$2.67M 0.08%
81,550
-45,590
250
$2.67M 0.08%
+48,944
8 9
10
11 12