USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.26M 0.07%
18,966
-1,113
277
$2.24M 0.07%
54,595
+1,460
278
$2.24M 0.07%
124,160
+16,939
279
$2.23M 0.07%
7,682
-2,320
280
$2.21M 0.06%
44,868
+2,239
281
$2.19M 0.06%
163,143
+65,888
282
$2.18M 0.06%
+75,471
283
$2.15M 0.06%
13,175
+568
284
$2.15M 0.06%
43,703
-1,573
285
$2.12M 0.06%
19,000
-5,900
286
$2.12M 0.06%
59,263
+19,755
287
$2.11M 0.06%
6,390
+44
288
$2.11M 0.06%
40,348
-13
289
$2.08M 0.06%
26,230
+403
290
$2.08M 0.06%
10,100
+4,975
291
$2.07M 0.06%
45,387
+9,455
292
$2.06M 0.06%
+19,879
293
$2.06M 0.06%
49,349
+2,598
294
$2.06M 0.06%
50,008
+2,616
295
$2.02M 0.06%
+24,951
296
$2M 0.06%
7,139
-113
297
$1.99M 0.06%
7,112
-1,235
298
$1.97M 0.06%
103,294
+9,502
299
$1.97M 0.06%
27,147
-12,987
300
$1.97M 0.06%
10,150
+59
10 11
12
13 14