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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.52M 0.05%
9,331
+238
352
$1.5M 0.05%
14,212
+9,473
353
$1.49M 0.05%
9,988
+1,213
354
$1.48M 0.05%
6,680
+4,166
355
$1.48M 0.05%
+14,765
356
$1.47M 0.05%
8,355
+883
357
$1.47M 0.05%
41,061
+29,228
358
$1.45M 0.04%
28,380
-450
359
$1.45M 0.04%
7,953
+6,109
360
$1.44M 0.04%
+14,891
361
$1.44M 0.04%
+16,133
362
$1.44M 0.04%
33,976
+1,850
363
$1.43M 0.04%
7,082
+353
364
$1.43M 0.04%
14,661
+213
365
$1.43M 0.04%
13,975
+655
366
$1.42M 0.04%
94,196
+14,801
367
$1.42M 0.04%
70,800
-2,000
368
$1.42M 0.04%
22,240
-638
369
$1.42M 0.04%
98,325
+3,630
370
$1.4M 0.04%
+825
371
$1.39M 0.04%
17,802
372
$1.38M 0.04%
39,398
-19,400
373
$1.38M 0.04%
11,187
+637
374
$1.37M 0.04%
5,623
+180
375
$1.36M 0.04%
+15,704
13 14
15
16 17