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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.33M 0.07%
34,031
+31
277
$1.32M 0.07%
16,666
-25,899
278
$1.3M 0.07%
29,869
-69,607
279
$1.29M 0.07%
29,140
+240
280
$1.29M 0.07%
+19,700
281
$1.28M 0.07%
7,436
-100
282
$1.28M 0.06%
50,000
-220
283
$1.28M 0.06%
17,956
284
$1.27M 0.06%
34,933
-2,009
285
$1.27M 0.06%
18,493
-22,233
286
$1.26M 0.06%
43,870
-17,414
287
$1.24M 0.06%
28,957
-700
288
$1.23M 0.06%
52,773
289
$1.23M 0.06%
11,991
-1,660
290
$1.23M 0.06%
+93,270
291
$1.23M 0.06%
54,142
+276
292
$1.23M 0.06%
86,975
-9,610
293
$1.22M 0.06%
74,300
-1,000
294
$1.21M 0.06%
19,642
295
$1.2M 0.06%
11,436
-645
296
$1.2M 0.06%
73,000
297
$1.2M 0.06%
37,311
-1,419
298
$1.2M 0.06%
159,698
-500
299
$1.19M 0.06%
68,756
-1,926
300
$1.19M 0.06%
20,574
+427
10 11
12
13 14