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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$788K 0.03%
3,054
-103
377
$780K 0.03%
29,237
378
$772K 0.03%
3,414
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379
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7,503
-612
380
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19,205
-1,120
381
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30,369
-402
382
$744K 0.03%
24,791
-2,384
383
$741K 0.03%
26,770
-1,284
384
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19,205
-3,156
385
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11,660
-3,071
386
$727K 0.03%
8,256
-1,074
387
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25,424
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388
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6,737
-137
389
$719K 0.03%
18,066
+5,531
390
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393
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394
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12,903
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395
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5,916
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396
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+41,250
397
$699K 0.03%
4,110
-244
398
$694K 0.03%
7,153
-173
399
$678K 0.03%
9,543
400
$678K 0.03%
+82,450
14 15
16
17 18