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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.96M 0.07%
7,697
+6,321
252
$1.95M 0.07%
7,198
-158
253
$1.91M 0.07%
19,908
+3,588
254
$1.9M 0.07%
38,058
-330
255
$1.87M 0.07%
22,343
-15,037
256
$1.86M 0.07%
7,472
257
$1.86M 0.07%
159,255
+313
258
$1.84M 0.07%
11,392
+1,897
259
$1.84M 0.06%
16,151
-12,359
260
$1.84M 0.06%
1,000
261
$1.81M 0.06%
59,670
+48,433
262
$1.81M 0.06%
13,779
-1,102
263
$1.81M 0.06%
11,003
-178
264
$1.79M 0.06%
34,945
+2,610
265
$1.78M 0.06%
9,093
-330
266
$1.72M 0.06%
26,533
+2,601
267
$1.7M 0.06%
19,338
+94
268
$1.68M 0.06%
8,869
+1,633
269
$1.66M 0.06%
14,448
+1,547
270
$1.66M 0.06%
80,000
271
$1.65M 0.06%
116,955
272
$1.64M 0.06%
35,727
+1,749
273
$1.64M 0.06%
46,451
274
$1.63M 0.06%
39,060
-5,160
275
$1.62M 0.06%
116,615
-6,490
9 10
11
12 13