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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.77M 0.05%
93,928
+19,550
327
$1.76M 0.05%
6,383
-7,381
328
$1.76M 0.05%
80,000
329
$1.75M 0.05%
41,755
+6,028
330
$1.72M 0.05%
46,451
331
$1.72M 0.05%
26,379
-154
332
$1.68M 0.05%
8,169
-658
333
$1.67M 0.05%
10,988
+1,923
334
$1.67M 0.05%
14,634
+855
335
$1.63M 0.05%
+7,709
336
$1.59M 0.05%
5,435
+1,249
337
$1.59M 0.05%
60,500
338
$1.59M 0.05%
2,787
+195
339
$1.58M 0.05%
13,300
-165
340
$1.58M 0.05%
140,385
+11,015
341
$1.57M 0.05%
31,980
-500
342
$1.57M 0.05%
31,384
+12,733
343
$1.57M 0.05%
35,555
-25,920
344
$1.56M 0.05%
13,560
-82
345
$1.56M 0.05%
87,828
+62
346
$1.55M 0.05%
9,374
-1,007
347
$1.54M 0.05%
7,168
+627
348
$1.54M 0.05%
+105,440
349
$1.54M 0.05%
20,220
350
$1.54M 0.05%
31,429
-134
12 13
14
15 16