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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.02M 0.06%
39,329
+10,231
302
$1.99M 0.06%
17,990
+2,666
303
$1.96M 0.06%
+9,296
304
$1.93M 0.06%
6,817
-667
305
$1.91M 0.06%
+44,540
306
$1.89M 0.06%
107,221
-3,576
307
$1.89M 0.06%
26,850
+304
308
$1.87M 0.06%
35,181
+26,475
309
$1.86M 0.06%
1,752
+979
310
$1.86M 0.06%
44,814
+9,251
311
$1.85M 0.06%
8,249
+1,101
312
$1.85M 0.06%
10,084
+5,473
313
$1.84M 0.06%
+7,220
314
$1.84M 0.06%
20,770
+1,432
315
$1.83M 0.06%
65,222
+2,157
316
$1.83M 0.06%
12,782
+137
317
$1.82M 0.06%
6,906
+1,825
318
$1.8M 0.06%
+18,976
319
$1.8M 0.06%
+46,583
320
$1.79M 0.06%
9,305
+436
321
$1.79M 0.06%
+15,020
322
$1.79M 0.06%
35,183
+238
323
$1.78M 0.06%
84,914
+2,909
324
$1.78M 0.06%
44,174
+21,129
325
$1.78M 0.05%
59,850
-1,000
11 12
13
14 15