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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3M 0.09%
32,587
+227
227
$2.95M 0.09%
32,888
+7,154
228
$2.95M 0.09%
27,642
-5,321
229
$2.94M 0.09%
9,244
-90
230
$2.91M 0.09%
147,014
+4,003
231
$2.88M 0.09%
1,474
+649
232
$2.8M 0.09%
25,071
-454
233
$2.76M 0.08%
4,928
-260
234
$2.75M 0.08%
141,305
-6,060
235
$2.73M 0.08%
45,431
-3,474
236
$2.67M 0.08%
20,121
+1,624
237
$2.64M 0.08%
40,134
-1,133
238
$2.62M 0.08%
56,819
+4
239
$2.6M 0.08%
52,202
+1,385
240
$2.59M 0.08%
85,553
-14,400
241
$2.57M 0.08%
22,990
+8,778
242
$2.55M 0.08%
77,913
-2,872
243
$2.55M 0.08%
26,604
-1,192
244
$2.54M 0.08%
8,109
+610
245
$2.54M 0.08%
7,032
-23
246
$2.54M 0.08%
80,826
+50,860
247
$2.53M 0.08%
+58,313
248
$2.52M 0.08%
32,755
-1,197
249
$2.5M 0.08%
35,269
+18,182
250
$2.5M 0.08%
30,596
-4,099
8 9
10
11 12