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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.66M 0.08%
32,360
+4,723
252
$2.65M 0.08%
3,762
-87
253
$2.62M 0.08%
34,695
+12,352
254
$2.62M 0.08%
143,011
-5,199
255
$2.61M 0.08%
7,499
-1,134
256
$2.6M 0.08%
98,809
+72,739
257
$2.59M 0.08%
56,815
+400
258
$2.58M 0.08%
+7,006
259
$2.56M 0.08%
25,734
-15,640
260
$2.55M 0.08%
70,031
-13,900
261
$2.52M 0.08%
50,817
+12,759
262
$2.52M 0.08%
80,785
-3,762
263
$2.47M 0.08%
50,666
+45,129
264
$2.46M 0.08%
29,023
+3,449
265
$2.42M 0.08%
50,680
+1,661
266
$2.42M 0.08%
+57,175
267
$2.39M 0.07%
8,655
-7,981
268
$2.33M 0.07%
21,871
+938
269
$2.33M 0.07%
+131,108
270
$2.31M 0.07%
49,939
+642
271
$2.3M 0.07%
+20,799
272
$2.29M 0.07%
23,044
-524
273
$2.28M 0.07%
147,365
-170,038
274
$2.28M 0.07%
40,232
-19,436
275
$2.28M 0.07%
32,372
+4,696
9 10
11
12 13