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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.48M 0.06%
4,149
-801
277
$1.48M 0.06%
75,800
278
$1.46M 0.06%
25,563
-210
279
$1.44M 0.06%
36,732
+25,715
280
$1.44M 0.06%
6,737
+201
281
$1.43M 0.06%
+12,534
282
$1.43M 0.06%
+8,467
283
$1.41M 0.05%
8,135
-230
284
$1.41M 0.05%
22,233
-4,964
285
$1.4M 0.05%
5,393
+205
286
$1.39M 0.05%
94,460
-27,607
287
$1.38M 0.05%
13,327
-581
288
$1.38M 0.05%
51,770
+1,110
289
$1.37M 0.05%
+10,342
290
$1.37M 0.05%
10,659
-334
291
$1.37M 0.05%
21,280
-200
292
$1.37M 0.05%
14,315
-355
293
$1.37M 0.05%
34,676
-9,267
294
$1.36M 0.05%
33,175
+4,643
295
$1.35M 0.05%
14,429
+342
296
$1.34M 0.05%
9,324
+99
297
$1.34M 0.05%
10,123
-375
298
$1.33M 0.05%
+8,107
299
$1.33M 0.05%
7,546
-2,905
300
$1.33M 0.05%
4,876
-19
10 11
12
13 14