USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.96M 0.06%
1,003
302
$1.95M 0.06%
21,254
+109
303
$1.94M 0.06%
16,386
+2,823
304
$1.93M 0.06%
44,001
-417
305
$1.92M 0.06%
5,082
+315
306
$1.92M 0.06%
6,217
-162
307
$1.91M 0.06%
8,725
+1,311
308
$1.9M 0.06%
39,438
-4,111
309
$1.9M 0.06%
7,660
+5,261
310
$1.89M 0.06%
97,247
+403
311
$1.89M 0.06%
6,684
+3,510
312
$1.88M 0.05%
15,518
+543
313
$1.87M 0.05%
37,212
+49
314
$1.87M 0.05%
16,580
+10,206
315
$1.87M 0.05%
64,839
+49,272
316
$1.86M 0.05%
+12,531
317
$1.85M 0.05%
13,140
-15,097
318
$1.83M 0.05%
13,894
-1
319
$1.83M 0.05%
34,158
+1,961
320
$1.82M 0.05%
47,133
321
$1.79M 0.05%
23,117
+2,217
322
$1.77M 0.05%
13,205
+470
323
$1.76M 0.05%
106,994
+18,094
324
$1.76M 0.05%
1,673
-131
325
$1.75M 0.05%
20,602
+1,088
11 12
13
14 15