USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.61M 0.08%
24,330
-741
252
$2.61M 0.08%
10,722
-4,161
253
$2.6M 0.08%
32,470
+350
254
$2.56M 0.07%
8,547
+38
255
$2.55M 0.07%
8,541
+3,136
256
$2.54M 0.07%
25,752
+5,601
257
$2.51M 0.07%
32,419
+1,896
258
$2.51M 0.07%
77,909
-4
259
$2.51M 0.07%
42,979
-2,452
260
$2.5M 0.07%
19,668
+541
261
$2.48M 0.07%
7,044
-129
262
$2.47M 0.07%
+19,886
263
$2.46M 0.07%
6,369
-2,924
264
$2.44M 0.07%
71,429
-36,100
265
$2.39M 0.07%
18,617
-43,852
266
$2.37M 0.07%
54,190
+1,087
267
$2.37M 0.07%
80,430
+850
268
$2.35M 0.07%
38,144
+7,368
269
$2.34M 0.07%
22,409
+514
270
$2.34M 0.07%
21,732
-148
271
$2.34M 0.07%
13,250
+658
272
$2.33M 0.07%
62,660
+39,339
273
$2.33M 0.07%
27,898
+1,758
274
$2.31M 0.07%
28,810
+270
275
$2.3M 0.07%
11,656
+61
9 10
11
12 13