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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$732K 0.03%
+1,714
377
$726K 0.03%
15,646
-180
378
$723K 0.03%
8,640
-155
379
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13,700
+495
380
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7,261
-5,350
381
$709K 0.03%
41,166
-564
382
$706K 0.03%
+10,859
383
$701K 0.03%
15,890
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384
$700K 0.03%
+7,025
385
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51,782
+250
386
$698K 0.03%
+18,700
387
$697K 0.03%
5,047
-453
388
$695K 0.03%
22,101
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389
$692K 0.03%
14,037
-1,458
390
$682K 0.03%
71,380
-103
391
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392
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393
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22,456
-151
394
$669K 0.03%
77,685
395
$656K 0.03%
8,843
-1,220
396
$654K 0.03%
11,665
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397
$644K 0.03%
932
-56
398
$642K 0.03%
7,803
-27,592
399
$639K 0.03%
+22,923
400
$639K 0.03%
36,157
-2,622
14 15
16
17 18