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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.25M 0.05%
34,964
-1,825
302
$1.24M 0.05%
9,225
-102
303
$1.24M 0.05%
142,964
-12,699
304
$1.22M 0.05%
16,600
+6,897
305
$1.21M 0.05%
+11,861
306
$1.21M 0.05%
34,077
+2,891
307
$1.2M 0.05%
243,600
-193,010
308
$1.19M 0.05%
2,581
+824
309
$1.18M 0.05%
16,834
+101
310
$1.18M 0.05%
4,895
-74
311
$1.18M 0.05%
7,593
-1,079
312
$1.17M 0.05%
24,286
+1,413
313
$1.17M 0.05%
8,365
-1,150
314
$1.17M 0.05%
6,536
-145
315
$1.16M 0.05%
1,537
-68
316
$1.16M 0.05%
+18,947
317
$1.15M 0.05%
33,540
-3,100
318
$1.14M 0.05%
7,642
-40
319
$1.13M 0.04%
1,288
+245
320
$1.12M 0.04%
5,188
-2,201
321
$1.1M 0.04%
4,319
+226
322
$1.09M 0.04%
7,021
+4,130
323
$1.08M 0.04%
131,534
-3,482
324
$1.06M 0.04%
43,011
-696
325
$1.06M 0.04%
25,000
-10,000
11 12
13
14 15