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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.55M 0.07%
12,648
+6,578
252
$1.54M 0.07%
82,160
+11,640
253
$1.54M 0.07%
30,830
+20,080
254
$1.54M 0.07%
43,434
-3,320
255
$1.54M 0.07%
7,266
-877
256
$1.53M 0.07%
50,000
257
$1.53M 0.07%
5,755
+4,364
258
$1.47M 0.07%
55,463
259
$1.47M 0.07%
85,500
260
$1.45M 0.07%
11,079
-100
261
$1.44M 0.07%
4,704
+785
262
$1.43M 0.07%
5,602
+2,618
263
$1.41M 0.07%
76,300
-500
264
$1.41M 0.07%
7,171
+1,383
265
$1.41M 0.07%
61,367
-1,672
266
$1.4M 0.07%
26,827
+3,640
267
$1.4M 0.07%
31,264
-2,986
268
$1.4M 0.07%
42,290
+189
269
$1.38M 0.07%
156,163
-1,750
270
$1.36M 0.06%
16,754
-578
271
$1.35M 0.06%
39,524
+18,282
272
$1.35M 0.06%
73,000
273
$1.35M 0.06%
34,912
-1,880
274
$1.35M 0.06%
15,412
+500
275
$1.35M 0.06%
53,018
+2,042
9 10
11
12 13