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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.48M 0.07%
22,356
+9,697
252
$1.48M 0.07%
9,951
+4,354
253
$1.47M 0.07%
103,500
-29,325
254
$1.47M 0.07%
20,347
-2,741
255
$1.46M 0.07%
67,743
+12,597
256
$1.46M 0.07%
10,750
+603
257
$1.45M 0.07%
22,156
-415
258
$1.44M 0.07%
11,569
+315
259
$1.44M 0.07%
39,313
-2,759
260
$1.43M 0.07%
8,741
-45
261
$1.42M 0.07%
57,085
262
$1.42M 0.07%
40,269
+25
263
$1.42M 0.07%
30,496
-2,063
264
$1.41M 0.07%
15,754
+144
265
$1.41M 0.07%
11,704
+457
266
$1.41M 0.07%
63,472
-9,027
267
$1.41M 0.07%
10,413
-397
268
$1.39M 0.07%
153,323
+2,000
269
$1.39M 0.07%
55,189
-5,844
270
$1.39M 0.07%
69,173
+54,173
271
$1.38M 0.07%
4,812
272
$1.37M 0.07%
60,000
273
$1.36M 0.07%
57,031
+47,015
274
$1.36M 0.07%
47,708
-875
275
$1.33M 0.07%
72,968
9 10
11
12 13