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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.81M 0.07%
32,369
+4,126
252
$1.8M 0.07%
29,344
-1,866
253
$1.8M 0.07%
12,200
+4,004
254
$1.79M 0.07%
122,067
-3,600
255
$1.77M 0.07%
6,461
+888
256
$1.76M 0.07%
35,680
-1,935
257
$1.76M 0.07%
+23,508
258
$1.68M 0.07%
8,955
-742
259
$1.68M 0.07%
7,457
+212
260
$1.66M 0.07%
135,845
-10,400
261
$1.64M 0.07%
+13,981
262
$1.63M 0.06%
40,504
-141
263
$1.62M 0.06%
53,864
-12,160
264
$1.62M 0.06%
+56,960
265
$1.62M 0.06%
26,630
+12,965
266
$1.6M 0.06%
15,421
+90
267
$1.59M 0.06%
43,943
+1,813
268
$1.57M 0.06%
96,797
-6,000
269
$1.57M 0.06%
16,307
+30
270
$1.5M 0.06%
29,730
-1,100
271
$1.48M 0.06%
4,950
+183
272
$1.47M 0.06%
6,090
+291
273
$1.47M 0.06%
46,451
-20,000
274
$1.47M 0.06%
10,993
-103
275
$1.44M 0.06%
75,800
9 10
11
12 13