USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.42B
1-Year Return
15.04%
This Quarter Return
+1.2%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
–
10 Year Return
–
AUM
$2.64B
AUM Growth
+$40.1M
(+1.5%)
Cap. Flow
+$41.3M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
27.87%
Holding
715
New
39
Increased
269
Reduced
290
Closed
47
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$40.2M |
| 2 |
NVIDIA
NVDA
|
+$9.16M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$7.58M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$6.3M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$6.14M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
+$12.3M |
| 2 |
Novartis
NVS
|
+$9.01M |
| 3 |
ClearShares Ultra-Short Maturity ETF
OPER
|
+$8.08M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$4.25M |
| 5 |
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% |
