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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.48M 0.08%
20,079
+5,445
252
$2.47M 0.08%
5,529
-25
253
$2.41M 0.07%
45,062
+594
254
$2.39M 0.07%
31,505
+2,482
255
$2.38M 0.07%
11,595
-363
256
$2.37M 0.07%
8,509
+260
257
$2.36M 0.07%
8,787
+1,199
258
$2.33M 0.07%
6,742
-75
259
$2.31M 0.07%
21,895
+24
260
$2.3M 0.07%
53,103
+8,289
261
$2.29M 0.07%
15,428
+1,394
262
$2.29M 0.07%
+45,276
263
$2.29M 0.07%
19,127
+81
264
$2.21M 0.07%
15,005
+9,535
265
$2.2M 0.07%
3,517
-245
266
$2.2M 0.07%
51,316
-29,499
267
$2.19M 0.07%
32,120
+11,900
268
$2.19M 0.07%
21,880
-7,445
269
$2.17M 0.07%
12,692
-4,856
270
$2.16M 0.07%
8,347
+1,441
271
$2.15M 0.07%
12,592
+138
272
$2.14M 0.07%
56,271
-26,103
273
$2.1M 0.06%
20,151
-11,223
274
$2.09M 0.06%
30,523
+146
275
$2.09M 0.06%
6,346
-37
9 10
11
12 13