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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.13M 0.05%
74,530
-500
302
$1.13M 0.05%
33,377
-1,071
303
$1.12M 0.05%
7,863
304
$1.12M 0.05%
60,759
+259
305
$1.12M 0.05%
10,285
-87
306
$1.11M 0.05%
21,526
-64,823
307
$1.1M 0.05%
31,534
+8,407
308
$1.1M 0.05%
21,728
+11,775
309
$1.09M 0.05%
31,004
+432
310
$1.09M 0.05%
20,000
311
$1.09M 0.05%
12,434
-1,511
312
$1.08M 0.05%
17,445
+9,455
313
$1.08M 0.05%
35,000
314
$1.07M 0.05%
8,295
-3,670
315
$1.07M 0.05%
48,266
+3,100
316
$1.06M 0.05%
+11,275
317
$1.05M 0.05%
13,003
+8,730
318
$1.05M 0.05%
17,700
-3,250
319
$1.03M 0.05%
+12,803
320
$1.03M 0.05%
9,044
+173
321
$1.02M 0.05%
+60,825
322
$1M 0.05%
36,750
323
$1M 0.05%
33,492
-3,575
324
$1,000K 0.05%
+13,230
325
$996K 0.05%
12,837
+143
11 12
13
14 15