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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.36M 0.04%
+20,721
377
$1.35M 0.04%
+26,276
378
$1.35M 0.04%
14,957
+38
379
$1.34M 0.04%
+31,700
380
$1.34M 0.04%
7,799
+181
381
$1.34M 0.04%
91,200
-9,950
382
$1.34M 0.04%
58,094
+1,053
383
$1.33M 0.04%
35,567
-3,493
384
$1.33M 0.04%
3,692
+33
385
$1.32M 0.04%
32,400
+500
386
$1.32M 0.04%
6,204
+50
387
$1.29M 0.04%
+14,942
388
$1.29M 0.04%
3,572
+51
389
$1.26M 0.04%
+13,069
390
$1.26M 0.04%
3,980
-1,418
391
$1.25M 0.04%
15,939
+2,331
392
$1.24M 0.04%
19,189
-28,447
393
$1.23M 0.04%
3,500
+1,000
394
$1.23M 0.04%
+15,890
395
$1.23M 0.04%
+41,820
396
$1.22M 0.04%
54,421
-6,771
397
$1.22M 0.04%
9,271
+7,363
398
$1.21M 0.04%
19,458
+1,678
399
$1.21M 0.04%
+19,880
400
$1.21M 0.04%
2,032
+706
14 15
16
17 18