USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.75M 0.05%
27,813
+5,181
327
$1.7M 0.05%
46,398
-9,873
328
$1.69M 0.05%
64,524
+47
329
$1.68M 0.05%
63,546
+27,795
330
$1.67M 0.05%
46,697
+88
331
$1.67M 0.05%
80,000
332
$1.67M 0.05%
11,770
+21
333
$1.67M 0.05%
72,522
+6,071
334
$1.64M 0.05%
15,804
+8,436
335
$1.63M 0.05%
32,817
-6,080
336
$1.63M 0.05%
26,320
+8,771
337
$1.62M 0.05%
1,961
+410
338
$1.62M 0.05%
6,797
-976
339
$1.61M 0.05%
147,369
+9,999
340
$1.6M 0.05%
13,140
341
$1.6M 0.05%
48,269
+20,619
342
$1.59M 0.05%
16,115
+12,472
343
$1.59M 0.05%
172,690
+30,461
344
$1.59M 0.05%
7,882
-1,159
345
$1.56M 0.05%
12,071
-4,314
346
$1.56M 0.05%
35,322
-755
347
$1.55M 0.05%
8,885
-4,041
348
$1.54M 0.05%
72,300
+2,500
349
$1.53M 0.04%
17,192
-843
350
$1.53M 0.04%
14,001
-20,629
12 13
14
15 16