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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$865K 0.04%
6,061
+452
352
$864K 0.04%
21,245
+1,018
353
$859K 0.04%
33,202
-5,500
354
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28,869
+1,330
355
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14,901
-380
356
$841K 0.04%
10,051
-8,361
357
$841K 0.04%
12,167
-22,884
358
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13,457
+150
359
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2,713
-34
360
$823K 0.04%
33,748
-1,936
361
$814K 0.04%
6,354
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362
$808K 0.04%
+1,708
363
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11,072
-5,470
364
$804K 0.04%
54,513
+7,390
365
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+23,032
366
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367
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6,985
+1,642
368
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14,109
369
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10,551
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370
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+8,103
371
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3,718
-432
372
$755K 0.04%
15,110
-600
373
$749K 0.04%
1,042
+180
374
$744K 0.04%
20,000
375
$742K 0.04%
68,366
-10,129
13 14
15
16 17