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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.89M 0.07%
15,393
-105
252
$1.88M 0.07%
22,752
+10,173
253
$1.87M 0.07%
7,563
-2,367
254
$1.83M 0.07%
7,125
+94
255
$1.83M 0.07%
14,854
+767
256
$1.82M 0.07%
12,895
+4,788
257
$1.78M 0.07%
11,207
+3,279
258
$1.78M 0.07%
158,942
-3,975
259
$1.76M 0.07%
29,650
-5,030
260
$1.74M 0.07%
13,396
+11,281
261
$1.73M 0.07%
44,220
-15,019
262
$1.7M 0.06%
7,356
-598
263
$1.69M 0.06%
46,451
264
$1.69M 0.06%
11,181
-586
265
$1.69M 0.06%
123,105
-4,800
266
$1.68M 0.06%
7,472
-995
267
$1.68M 0.06%
1,000
268
$1.65M 0.06%
20,981
+6,949
269
$1.64M 0.06%
18,934
+7,861
270
$1.63M 0.06%
9,423
-270
271
$1.62M 0.06%
8,205
+659
272
$1.62M 0.06%
32,335
+13,680
273
$1.62M 0.06%
16,320
+1,332
274
$1.61M 0.06%
27,065
+1,729
275
$1.59M 0.06%
80,000
9 10
11
12 13