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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$996K 0.05%
16,016
-858
327
$988K 0.05%
37,542
+12,168
328
$987K 0.05%
59,475
+8,800
329
$983K 0.05%
21,620
-10,041
330
$973K 0.05%
4,426
+278
331
$971K 0.05%
9,064
+121
332
$963K 0.05%
20,312
+8,425
333
$950K 0.05%
10,730
+150
334
$946K 0.04%
+38,500
335
$945K 0.04%
17,775
+225
336
$944K 0.04%
14,958
+75
337
$941K 0.04%
8,356
+756
338
$938K 0.04%
9,830
-4,923
339
$930K 0.04%
5,351
+707
340
$930K 0.04%
5,704
+270
341
$928K 0.04%
15,788
+56
342
$924K 0.04%
15,262
-1,812
343
$908K 0.04%
6,154
344
$903K 0.04%
33,337
+189
345
$895K 0.04%
5,412
-556
346
$891K 0.04%
20,510
-2,744
347
$889K 0.04%
31,792
+1,028
348
$889K 0.04%
+29,716
349
$883K 0.04%
24,380
-25
350
$873K 0.04%
3,913
+1
12 13
14
15 16