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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$951K 0.04%
3,929
+455
352
$949K 0.04%
32,074
+230
353
$932K 0.04%
911
-204
354
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22,376
-4,250
355
$913K 0.03%
+33,500
356
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2,002
-143
357
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11,549
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16,185
+5
359
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105,381
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360
$865K 0.03%
7,621
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361
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4,303
-2,182
362
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2,290
-245
363
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12,654
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364
$841K 0.03%
4,328
-591
365
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2,614
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368
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46,731
+1,400
369
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5,518
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370
$811K 0.03%
3,016
-23
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15,053
-400
372
$804K 0.03%
15,281
+896
373
$801K 0.03%
+18,059
374
$798K 0.03%
7,809
-1,489
375
$795K 0.03%
4,367
-132
13 14
15
16 17