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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.83M 0.07%
10,462
-1,946
252
$1.82M 0.07%
80,000
253
$1.82M 0.07%
36,772
+1,092
254
$1.81M 0.07%
110,714
+100,067
255
$1.81M 0.07%
7,954
-1,001
256
$1.79M 0.07%
35,483
+9,514
257
$1.78M 0.07%
28,960
-3,409
258
$1.78M 0.07%
6,835
+745
259
$1.75M 0.07%
14,087
+106
260
$1.71M 0.07%
130,015
-5,830
261
$1.71M 0.07%
127,905
-5,800
262
$1.68M 0.06%
46,451
263
$1.67M 0.06%
16,131
+1,318
264
$1.67M 0.06%
9,304
-1,683
265
$1.64M 0.06%
9,693
-197
266
$1.64M 0.06%
1,000
267
$1.6M 0.06%
4,740
-2,182
268
$1.57M 0.06%
96,407
-390
269
$1.57M 0.06%
3,936
+590
270
$1.56M 0.06%
37,951
-2,553
271
$1.53M 0.06%
+25,336
272
$1.52M 0.06%
29,730
273
$1.5M 0.06%
23,540
-3,090
274
$1.5M 0.06%
24,115
+373
275
$1.5M 0.06%
2,794
+213
9 10
11
12 13