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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.27M 0.07%
25,001
-38,818
277
$2.27M 0.07%
54,505
-1,435
278
$2.25M 0.07%
7,588
+390
279
$2.25M 0.07%
19,046
+16,819
280
$2.24M 0.07%
41,998
+37,831
281
$2.19M 0.07%
109,440
+8,237
282
$2.19M 0.07%
42,899
-1,698
283
$2.17M 0.07%
+14,034
284
$2.16M 0.07%
21,278
-302
285
$2.15M 0.07%
+45,518
286
$2.15M 0.07%
17,525
+265
287
$2.14M 0.07%
7,598
+1,694
288
$2.14M 0.07%
16,213
+12,731
289
$2.14M 0.07%
30,377
+806
290
$2.11M 0.07%
1,000
291
$2.1M 0.07%
42,422
+14,961
292
$2.09M 0.06%
15,822
+12,152
293
$2.09M 0.06%
18,497
+2,346
294
$2.09M 0.06%
50,569
+1,407
295
$2.09M 0.06%
14,916
+2,003
296
$2.08M 0.06%
11,738
+346
297
$2.06M 0.06%
42,170
-51,881
298
$2.05M 0.06%
11,081
+3,627
299
$2.05M 0.06%
80,280
-2,140
300
$2.04M 0.06%
12,454
-2,250
10 11
12
13 14