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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$835K 0.04%
21,789
+270
352
$834K 0.04%
75,503
+10,000
353
$829K 0.04%
11,154
-9,582
354
$827K 0.04%
69,214
355
$823K 0.04%
18,674
-20,479
356
$821K 0.04%
26,606
-1,258
357
$812K 0.04%
9,021
-106
358
$810K 0.04%
19,301
+5,616
359
$809K 0.04%
16,236
+146
360
$809K 0.04%
4,153
-4
361
$804K 0.04%
17,840
362
$802K 0.04%
16,600
-900
363
$799K 0.04%
50,949
364
$790K 0.04%
16,984
+247
365
$789K 0.04%
11,822
-22,707
366
$788K 0.04%
18,677
-9,587
367
$786K 0.04%
18,610
+2,138
368
$785K 0.04%
70,638
369
$785K 0.04%
4,186
-1,675
370
$779K 0.04%
15,541
-1,199
371
$773K 0.04%
36,252
-220
372
$773K 0.04%
16,757
-100
373
$773K 0.04%
4,828
-262
374
$768K 0.04%
2,623
-600
375
$768K 0.04%
+26,800
13 14
15
16 17