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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.62M 0.06%
131,825
+28,500
277
$1.62M 0.06%
5,904
+4,139
278
$1.61M 0.06%
5,398
-2
279
$1.61M 0.06%
+7,148
280
$1.59M 0.06%
8,827
-1,626
281
$1.58M 0.06%
8,775
282
$1.57M 0.06%
+14,957
283
$1.56M 0.05%
+32,480
284
$1.55M 0.05%
129,370
285
$1.55M 0.05%
31,563
-248
286
$1.55M 0.05%
101,150
-27,025
287
$1.54M 0.05%
9,065
-324
288
$1.54M 0.05%
13,642
+391
289
$1.53M 0.05%
24,269
+1,211
290
$1.52M 0.05%
87,766
+1,986
291
$1.52M 0.05%
94,695
292
$1.51M 0.05%
60,500
293
$1.51M 0.05%
6,541
-1,022
294
$1.5M 0.05%
26,546
-3,104
295
$1.5M 0.05%
3,218
+986
296
$1.49M 0.05%
35,563
+528
297
$1.47M 0.05%
28,830
-900
298
$1.47M 0.05%
15,324
+236
299
$1.47M 0.05%
9,682
-31,008
300
$1.46M 0.05%
26,195
+8,935
10 11
12
13 14