USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.53M 0.04%
28,951
+16,546
352
$1.52M 0.04%
18,804
-160
353
$1.49M 0.04%
13,727
-873
354
$1.48M 0.04%
71,020
-70,285
355
$1.47M 0.04%
11,017
+53
356
$1.46M 0.04%
24,389
-8,730
357
$1.46M 0.04%
7,828
+49
358
$1.44M 0.04%
2,882
+1,574
359
$1.44M 0.04%
100,393
+3,409
360
$1.43M 0.04%
21,631
+68
361
$1.42M 0.04%
16,615
+4,900
362
$1.42M 0.04%
21,240
363
$1.42M 0.04%
10,670
+906
364
$1.41M 0.04%
7,232
+1,352
365
$1.41M 0.04%
1,755
+23
366
$1.38M 0.04%
30,552
-1,209
367
$1.38M 0.04%
32,749
-238
368
$1.37M 0.04%
10,354
+255
369
$1.37M 0.04%
10,165
-4,377
370
$1.36M 0.04%
1,522
+218
371
$1.36M 0.04%
7,895
-135
372
$1.36M 0.04%
4,453
+626
373
$1.35M 0.04%
53,270
-60,686
374
$1.32M 0.04%
59,061
+1,620
375
$1.32M 0.04%
1,800
-118
13 14
15
16 17