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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.29M 0.06%
28,264
-1,929
302
$1.29M 0.06%
29,657
-25
303
$1.29M 0.06%
70,682
+1,646
304
$1.29M 0.06%
53,866
-276
305
$1.28M 0.06%
7,536
-1,288
306
$1.28M 0.06%
90,032
+32,300
307
$1.28M 0.06%
27,877
-1,410
308
$1.27M 0.06%
34,000
+1,500
309
$1.26M 0.06%
42,500
310
$1.23M 0.05%
38,730
+1,370
311
$1.23M 0.05%
19,642
+492
312
$1.23M 0.05%
8,174
+28
313
$1.21M 0.05%
7,068
+188
314
$1.2M 0.05%
64,271
+1,496
315
$1.19M 0.05%
42,495
-1,728
316
$1.19M 0.05%
20,147
+16,286
317
$1.18M 0.05%
5,861
+1,708
318
$1.17M 0.05%
33,538
-3,015
319
$1.17M 0.05%
73,000
320
$1.16M 0.05%
9,167
+500
321
$1.16M 0.05%
15,103
+1
322
$1.16M 0.05%
86,278
323
$1.16M 0.05%
93,917
324
$1.16M 0.05%
33,713
+606
325
$1.15M 0.05%
29,087
-9,806
11 12
13
14 15