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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$850K 0.03%
20,986
-1,390
377
$845K 0.03%
+7,214
378
$834K 0.03%
7,005
-11,217
379
$826K 0.03%
28,443
-2,191
380
$819K 0.03%
6,381
+465
381
$812K 0.03%
6,570
-1,051
382
$809K 0.03%
12,451
+2,546
383
$806K 0.03%
11,342
-1,312
384
$799K 0.03%
5,466
385
$793K 0.03%
46,731
386
$793K 0.03%
+19,752
387
$775K 0.03%
+10,000
388
$770K 0.03%
+6,130
389
$761K 0.03%
14,561
+4,824
390
$759K 0.03%
19,492
+287
391
$753K 0.03%
21,362
+2,042
392
$751K 0.03%
9,543
393
$746K 0.03%
24,584
-840
394
$742K 0.03%
5,495
-7
395
$741K 0.03%
26,070
+5,270
396
$738K 0.03%
11,431
+1,133
397
$737K 0.03%
3,070
+54
398
$736K 0.03%
23,887
-904
399
$730K 0.03%
46,144
+3,850
400
$725K 0.03%
9,704
-49
14 15
16
17 18