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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.69M 0.05%
5,405
-3,913
327
$1.67M 0.05%
14,975
+314
328
$1.66M 0.05%
35,932
+13,466
329
$1.63M 0.05%
39,683
+354
330
$1.63M 0.05%
18,035
+1,902
331
$1.63M 0.05%
32,987
+20,806
332
$1.62M 0.05%
20,945
+2,955
333
$1.62M 0.05%
7,414
-295
334
$1.61M 0.05%
36,175
-21,000
335
$1.61M 0.05%
11,749
+2,375
336
$1.61M 0.05%
32,197
+5,921
337
$1.59M 0.05%
+191,254
338
$1.58M 0.05%
13,563
+3,926
339
$1.58M 0.05%
+32,100
340
$1.57M 0.05%
31,941
+512
341
$1.55M 0.05%
18,964
+3,025
342
$1.54M 0.05%
137,370
-3,015
343
$1.53M 0.05%
66,451
+8,357
344
$1.53M 0.05%
105,440
345
$1.52M 0.05%
7,779
-20
346
$1.5M 0.05%
10,111
+123
347
$1.5M 0.05%
25,183
+18,145
348
$1.5M 0.05%
36,077
+2,101
349
$1.46M 0.04%
+88,900
350
$1.46M 0.04%
7,773
+605
12 13
14
15 16