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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.64M 0.07%
40,244
-100
252
$1.62M 0.07%
35,860
+35
253
$1.62M 0.07%
38,155
+341
254
$1.62M 0.07%
80,000
255
$1.62M 0.07%
10,147
-1,017
256
$1.61M 0.07%
14,902
-260
257
$1.61M 0.07%
17,956
+2,447
258
$1.59M 0.07%
151,323
+1,200
259
$1.58M 0.07%
20,736
-1,484
260
$1.58M 0.07%
32,559
-627
261
$1.57M 0.07%
8,786
-10,752
262
$1.56M 0.07%
39,065
-600
263
$1.55M 0.07%
29,732
-35
264
$1.55M 0.07%
+30,143
265
$1.55M 0.07%
155,629
-16,870
266
$1.54M 0.07%
36,942
+1,194
267
$1.54M 0.07%
12,197
+5,614
268
$1.53M 0.07%
20,321
-87
269
$1.52M 0.07%
72,968
270
$1.51M 0.07%
6,919
+1,431
271
$1.5M 0.07%
57,085
272
$1.5M 0.07%
48,583
+20,325
273
$1.5M 0.07%
10,810
-974
274
$1.49M 0.07%
6,648
-504
275
$1.49M 0.07%
18,047
+53
9 10
11
12 13