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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.26M 0.04%
12,609
-2,156
377
$1.26M 0.04%
9,764
-11,188
378
$1.23M 0.04%
26,155
+3,364
379
$1.23M 0.04%
3,077
-615
380
$1.22M 0.04%
90,220
+5,306
381
$1.22M 0.04%
8,964
+5,605
382
$1.22M 0.04%
84,150
-7,050
383
$1.21M 0.04%
14,913
-44
384
$1.21M 0.04%
4,767
+787
385
$1.21M 0.04%
18,270
-1,878
386
$1.21M 0.04%
10,099
+828
387
$1.21M 0.04%
31,761
+3,645
388
$1.2M 0.04%
28,850
+320
389
$1.19M 0.04%
40,020
-1,800
390
$1.19M 0.04%
31,900
-500
391
$1.19M 0.04%
14,254
+3,727
392
$1.18M 0.04%
6,204
393
$1.15M 0.04%
5,193
-430
394
$1.15M 0.04%
27,415
-830
395
$1.15M 0.04%
29,596
+1,568
396
$1.15M 0.04%
2,370
+93
397
$1.15M 0.04%
1,732
+297
398
$1.15M 0.04%
31,959
-7,439
399
$1.15M 0.04%
4,851
+1,356
400
$1.14M 0.03%
15,484
+10,551
14 15
16
17 18