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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.46M 0.04%
39,508
+3,941
352
$1.45M 0.04%
24,348
-2,031
353
$1.44M 0.04%
+46,609
354
$1.43M 0.04%
11,087
-100
355
$1.42M 0.04%
8,647
-684
356
$1.42M 0.04%
96,984
+2,788
357
$1.41M 0.04%
14,600
-291
358
$1.39M 0.04%
97,255
-1,070
359
$1.39M 0.04%
13,815
-160
360
$1.38M 0.04%
27,480
-900
361
$1.38M 0.04%
21,563
+842
362
$1.36M 0.04%
10,964
-13,031
363
$1.36M 0.04%
142,229
+77,540
364
$1.36M 0.04%
30,455
-1,525
365
$1.35M 0.04%
3,633
+61
366
$1.34M 0.04%
13,140
-160
367
$1.32M 0.04%
22,632
+8,394
368
$1.3M 0.04%
57,441
-51,999
369
$1.29M 0.04%
1,918
-869
370
$1.29M 0.04%
69,800
-1,000
371
$1.29M 0.04%
20,900
+101
372
$1.28M 0.04%
21,240
-1,000
373
$1.28M 0.04%
5,879
-4,205
374
$1.27M 0.04%
19,514
+10,162
375
$1.26M 0.04%
12,735
-47
13 14
15
16 17