USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.31M 0.04%
3,747
+971
377
$1.31M 0.04%
25,249
+14,634
378
$1.31M 0.04%
14,348
+94
379
$1.29M 0.04%
+25,329
380
$1.28M 0.04%
2,352
+74
381
$1.27M 0.04%
11,285
+201
382
$1.25M 0.04%
16,140
+410
383
$1.24M 0.04%
21,130
+770
384
$1.23M 0.04%
29,750
+4,709
385
$1.23M 0.04%
21,471
+1,655
386
$1.23M 0.04%
3,200
-44
387
$1.21M 0.04%
34,354
+902
388
$1.19M 0.03%
5,826
-10,736
389
$1.19M 0.03%
32,024
-25
390
$1.18M 0.03%
16,540
+1
391
$1.18M 0.03%
11,821
-788
392
$1.17M 0.03%
26,726
+1,274
393
$1.17M 0.03%
87,362
-2,858
394
$1.17M 0.03%
40,020
395
$1.17M 0.03%
2,488
+50
396
$1.17M 0.03%
6,369
+621
397
$1.16M 0.03%
17,138
-177
398
$1.16M 0.03%
83,895
-255
399
$1.16M 0.03%
9,440
+783
400
$1.16M 0.03%
5,500,000
14 15
16
17 18