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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.06M 0.04%
28,532
+402
327
$1.04M 0.04%
63,710
-5,800
328
$1.03M 0.04%
10,124
-1,717
329
$1.02M 0.04%
12,000
-600
330
$1.01M 0.04%
4,337
-247
331
$1M 0.04%
12,201
-1,997
332
$999K 0.04%
3,732
333
$998K 0.04%
5,547
-175
334
$996K 0.04%
43,213
+7,340
335
$992K 0.04%
+17,855
336
$991K 0.04%
4,590
-1,385
337
$980K 0.04%
8,596
-144
338
$971K 0.04%
24,837
+4,837
339
$970K 0.04%
5,201
-520
340
$962K 0.04%
32,815
-13,550
341
$955K 0.04%
10,070
-980
342
$947K 0.04%
26,231
-2,697
343
$927K 0.04%
30,075
+1,046
344
$919K 0.04%
5,954
-200
345
$914K 0.04%
3,339
-75
346
$906K 0.04%
7,918
-438
347
$891K 0.04%
38,212
+14,790
348
$879K 0.03%
72,324
349
$873K 0.03%
13,535
-100
350
$870K 0.03%
31,091
-11,356
12 13
14
15 16