USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.98M 0.09%
+7,948
227
$2.96M 0.09%
8,445
-799
228
$2.95M 0.09%
28,042
+5,052
229
$2.92M 0.09%
6,866
-166
230
$2.9M 0.08%
39,134
-549
231
$2.9M 0.08%
58,923
-9,144
232
$2.89M 0.08%
32,382
+1,786
233
$2.87M 0.08%
8,995
+208
234
$2.84M 0.08%
+50,558
235
$2.81M 0.08%
148,007
+993
236
$2.8M 0.08%
35,420
+2,532
237
$2.8M 0.08%
+12,858
238
$2.79M 0.08%
20,501
+380
239
$2.72M 0.08%
24,067
-3,575
240
$2.72M 0.08%
+53,249
241
$2.71M 0.08%
8,286
+177
242
$2.7M 0.08%
34,018
-6,903
243
$2.69M 0.08%
83,722
+2,896
244
$2.68M 0.08%
30,860
+6,470
245
$2.66M 0.08%
+72,995
246
$2.66M 0.08%
66,750
+19,839
247
$2.66M 0.08%
53,255
+1,053
248
$2.65M 0.08%
17,944
+2,185
249
$2.63M 0.08%
38,273
+15,888
250
$2.63M 0.08%
54,023
-9,612
8 9
10
11 12