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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.88M 0.06%
16,610
+1,590
302
$1.87M 0.06%
38,569
-3,601
303
$1.87M 0.06%
9,041
-264
304
$1.87M 0.06%
33,119
-73,556
305
$1.87M 0.06%
9,686
+390
306
$1.86M 0.06%
1,003
+3
307
$1.86M 0.06%
47,392
+15,692
308
$1.86M 0.06%
79,580
-700
309
$1.85M 0.06%
12,926
+1,188
310
$1.84M 0.06%
16,722
+3,162
311
$1.84M 0.06%
39,886
+8,502
312
$1.82M 0.06%
13,833
-1,989
313
$1.81M 0.06%
25,827
+10,568
314
$1.81M 0.06%
+5,364
315
$1.8M 0.06%
21,145
+375
316
$1.8M 0.06%
7,252
+32
317
$1.79M 0.05%
17,156
-7,845
318
$1.78M 0.05%
37,163
+1,980
319
$1.78M 0.05%
93,792
-136
320
$1.77M 0.05%
8,030
-139
321
$1.76M 0.05%
46,911
-32,034
322
$1.76M 0.05%
64,477
+3,977
323
$1.75M 0.05%
28,730
-11,502
324
$1.72M 0.05%
7,439
+357
325
$1.71M 0.05%
1,804
+897
11 12
13
14 15