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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.19M 0.06%
19,801
-1,562
302
$1.19M 0.06%
14,728
303
$1.18M 0.06%
74,382
-4,542
304
$1.17M 0.06%
137,758
-273
305
$1.17M 0.06%
8,146
-28
306
$1.17M 0.06%
10,613
+1,302
307
$1.16M 0.06%
51,054
+31,549
308
$1.16M 0.06%
18,047
309
$1.16M 0.06%
58,653
+15,750
310
$1.15M 0.06%
85,500
+10,000
311
$1.15M 0.06%
22,500
312
$1.14M 0.06%
5,732
-100
313
$1.13M 0.06%
15,104
+1
314
$1.13M 0.06%
15,681
-453
315
$1.12M 0.06%
+383,631
316
$1.11M 0.06%
7,748
-1,125
317
$1.11M 0.06%
45,241
+87
318
$1.11M 0.06%
4,820
-115
319
$1.1M 0.06%
+56,280
320
$1.1M 0.06%
82,275
+11,500
321
$1.09M 0.06%
28,898
-4,640
322
$1.08M 0.05%
27,948
323
$1.08M 0.05%
8,706
-461
324
$1.07M 0.05%
61,725
-2,546
325
$1.05M 0.05%
42,500
11 12
13
14 15