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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.33M 0.06%
+53,874
277
$1.32M 0.06%
7,054
+835
278
$1.29M 0.06%
154,300
-28,042
279
$1.29M 0.06%
16,165
-1,497
280
$1.29M 0.06%
8,766
+6,244
281
$1.28M 0.06%
9,716
-1,420
282
$1.27M 0.06%
17,402
+2,525
283
$1.27M 0.06%
38,257
+469
284
$1.26M 0.06%
32,194
+13,018
285
$1.26M 0.06%
+56,615
286
$1.26M 0.06%
26,088
-701
287
$1.25M 0.06%
40,554
-899
288
$1.23M 0.06%
+26,215
289
$1.22M 0.06%
27,620
+4,250
290
$1.22M 0.06%
46,548
+2,652
291
$1.21M 0.06%
4,936
+116
292
$1.21M 0.06%
11,150
+1,373
293
$1.19M 0.06%
69,510
294
$1.19M 0.06%
21,141
+4,149
295
$1.17M 0.06%
6,760
+853
296
$1.16M 0.06%
21,540
+1,570
297
$1.16M 0.06%
7,816
+80
298
$1.16M 0.06%
15,321
+136
299
$1.15M 0.05%
1,591
+39
300
$1.14M 0.05%
5,863
+1,413
10 11
12
13 14