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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$6.59M
3 +$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1 +$105M
2 +$11.9M
3 +$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.48M 0.07%
15,610
-3,008
277
$1.48M 0.07%
5,832
278
$1.48M 0.07%
4,812
-215
279
$1.46M 0.06%
8,873
-2,179
280
$1.46M 0.06%
52,773
281
$1.46M 0.06%
96,585
+805
282
$1.45M 0.06%
13,651
-943
283
$1.45M 0.06%
42,072
+15,395
284
$1.45M 0.06%
138,031
-34,881
285
$1.43M 0.06%
85,455
+15,550
286
$1.42M 0.06%
45,154
+956
287
$1.41M 0.06%
78,122
-6,752
288
$1.41M 0.06%
50,220
+220
289
$1.4M 0.06%
28,900
-3,260
290
$1.39M 0.06%
20,286
-3,636
291
$1.37M 0.06%
22,571
-300
292
$1.36M 0.06%
11,247
+2,803
293
$1.36M 0.06%
64,560
+1,500
294
$1.36M 0.06%
21,363
-5,410
295
$1.36M 0.06%
4,157
-246
296
$1.34M 0.06%
11,254
-2,799
297
$1.34M 0.06%
78,924
-9,417
298
$1.34M 0.06%
55,463
299
$1.33M 0.06%
55,146
+12,545
300
$1.32M 0.06%
75,300