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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$814K 0.03%
17,941
-3,577
377
$814K 0.03%
3,616
+47
378
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27,534
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14,385
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381
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4,354
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382
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27,175
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383
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384
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386
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6,282
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35,897
+13,603
390
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393
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394
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30,771
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395
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3,039
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396
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19,885
-14,192
397
$741K 0.03%
29,237
-1,540
398
$739K 0.03%
56,500
399
$738K 0.03%
45,331
400
$738K 0.03%
25,924
-158
14 15
16
17 18