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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.04M 0.05%
14,721
-97
327
$1.04M 0.05%
3,857
-43
328
$1.04M 0.05%
3,384
-773
329
$1.04M 0.05%
10,219
330
$1.03M 0.05%
33,884
+678
331
$1.01M 0.05%
37,793
+675
332
$1M 0.05%
7,405
333
$997K 0.05%
11,838
+5,437
334
$984K 0.05%
13,393
-382
335
$974K 0.05%
93,917
336
$957K 0.05%
19,032
+3,645
337
$944K 0.05%
12,586
-10,480
338
$941K 0.05%
86,278
339
$937K 0.05%
24,291
-4,796
340
$930K 0.05%
25,015
-3,720
341
$883K 0.04%
15,142
342
$866K 0.04%
4,274
-1,412
343
$860K 0.04%
8,097
+5,655
344
$859K 0.04%
36,850
-100
345
$857K 0.04%
44,967
-2,215
346
$856K 0.04%
12,936
-7,350
347
$844K 0.04%
29,554
+1,432
348
$838K 0.04%
84,689
-9,266
349
$836K 0.04%
5,875
-1,524
350
$835K 0.04%
6,619
-415
12 13
14
15 16