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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.15M 0.05%
4,935
-2,425
327
$1.14M 0.05%
37,118
-600
328
$1.14M 0.05%
27,948
329
$1.13M 0.05%
5,686
-800
330
$1.13M 0.05%
7,399
+284
331
$1.11M 0.05%
28,735
-11,750
332
$1.11M 0.05%
14,818
-435
333
$1.1M 0.05%
14,728
-12
334
$1.1M 0.05%
+22,303
335
$1.1M 0.05%
22,500
336
$1.09M 0.05%
60,000
337
$1.08M 0.05%
179,771
+16,171
338
$1.08M 0.05%
10,219
339
$1.08M 0.05%
29,239
+7,895
340
$1.08M 0.05%
12,081
+727
341
$1.07M 0.05%
13,775
+70
342
$1.06M 0.05%
75,500
+14,749
343
$1.05M 0.05%
20,358
-2,110
344
$1.04M 0.05%
33,206
-90,868
345
$1.03M 0.05%
70,775
+30,100
346
$1.03M 0.05%
109,250
-5,000
347
$1.02M 0.05%
+9,311
348
$1.02M 0.04%
16,134
-7,282
349
$1.02M 0.04%
160,198
+23,328
350
$1.01M 0.04%
3,223
+375
12 13
14
15 16