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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$870K 0.03%
3,894
+2,227
352
$869K 0.03%
2,575
-2,687
353
$862K 0.03%
15,710
354
$858K 0.03%
4,806
-317
355
$858K 0.03%
3,170
+369
356
$853K 0.03%
3,473
+411
357
$847K 0.03%
19,423
-9,477
358
$846K 0.03%
12,411
-351
359
$841K 0.03%
29,445
+3,072
360
$841K 0.03%
32,373
361
$837K 0.03%
14,025
-785
362
$836K 0.03%
15,962
-82
363
$832K 0.03%
20,238
-2,015
364
$827K 0.03%
10,639
-130
365
$816K 0.03%
71,699
-74,459
366
$815K 0.03%
28,232
-9,806
367
$806K 0.03%
13,553
-597
368
$804K 0.03%
14,515
+1,050
369
$802K 0.03%
3,446
-84
370
$797K 0.03%
24,990
+5,098
371
$795K 0.03%
15,199
372
$791K 0.03%
7,965
+984
373
$784K 0.03%
5,939
-213
374
$784K 0.03%
+41,326
375
$783K 0.03%
+11,769
13 14
15
16 17