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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.01M 0.04%
27,864
-18
352
$999K 0.04%
42,500
353
$997K 0.04%
4,772
+1,553
354
$995K 0.04%
7,662
-1,180
355
$962K 0.04%
5,597
-1,010
356
$951K 0.04%
102,015
+85
357
$947K 0.04%
+3,900
358
$927K 0.04%
48,661
+90
359
$926K 0.04%
15,142
+571
360
$925K 0.04%
16,740
+816
361
$923K 0.04%
93,955
-13,731
362
$918K 0.04%
7,405
-200
363
$916K 0.04%
47,182
-1,950
364
$910K 0.04%
10,222
+1,844
365
$909K 0.04%
132,825
-12,350
366
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50,949
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367
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14,452
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368
$896K 0.04%
16,090
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369
$894K 0.04%
7,034
-18,803
370
$890K 0.04%
16,857
371
$889K 0.04%
+12,659
372
$887K 0.04%
4,157
-2,405
373
$886K 0.04%
36,472
374
$880K 0.04%
69,214
375
$877K 0.04%
12,279
-2,049
13 14
15
16 17