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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.43M 0.06%
14,813
+349
277
$1.43M 0.06%
10,535
+8,534
278
$1.43M 0.06%
15,817
-939
279
$1.42M 0.06%
1,000
280
$1.42M 0.06%
23,742
+10,000
281
$1.4M 0.06%
27,197
-8,450
282
$1.38M 0.05%
8,584
+44
283
$1.34M 0.05%
78,226
-4,949
284
$1.34M 0.05%
67,900
+48,700
285
$1.34M 0.05%
25,773
286
$1.33M 0.05%
+10,498
287
$1.32M 0.05%
25,969
+19,343
288
$1.31M 0.05%
53,512
-488
289
$1.31M 0.05%
15,373
+330
290
$1.3M 0.05%
34,707
+1,336
291
$1.3M 0.05%
13,908
-1,619
292
$1.3M 0.05%
91,530
+1,000
293
$1.3M 0.05%
9,466
+279
294
$1.29M 0.05%
14,670
-541
295
$1.28M 0.05%
60,500
296
$1.28M 0.05%
14,367
+3,255
297
$1.27M 0.05%
21,480
-60
298
$1.27M 0.05%
14,087
+74
299
$1.26M 0.05%
3,346
-1,275
300
$1.25M 0.05%
17,296
+27
10 11
12
13 14