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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.41M 0.05%
34,996
-1,736
302
$1.37M 0.05%
12,901
-84,592
303
$1.37M 0.05%
5,400
+7
304
$1.37M 0.05%
7,799
+213
305
$1.36M 0.05%
8,775
+391
306
$1.36M 0.05%
14,195
-120
307
$1.35M 0.05%
23,058
+13,321
308
$1.35M 0.05%
22,878
-2,685
309
$1.34M 0.05%
3,928
-221
310
$1.32M 0.05%
15,088
-392
311
$1.29M 0.05%
12,505
+5
312
$1.29M 0.05%
17,260
+5,035
313
$1.28M 0.05%
4,988
+112
314
$1.27M 0.05%
56,444
-428
315
$1.27M 0.05%
67,956
+102
316
$1.27M 0.05%
9,625
-498
317
$1.27M 0.05%
10,550
-109
318
$1.25M 0.05%
30,156
-47,641
319
$1.24M 0.05%
12,430
+1,810
320
$1.21M 0.05%
69,394
-7,961
321
$1.21M 0.05%
76,197
-20,210
322
$1.2M 0.05%
18,885
-3,348
323
$1.19M 0.05%
41,318
+4,652
324
$1.19M 0.05%
18,202
325
$1.18M 0.04%
3,021
-915
11 12
13
14 15