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
$2.73B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$53.4M
3
+$37.3M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$10.8M
5
ADM icon
Archer Daniels Midland
ADM
+$8.27M

Top Sells

1
+$29.2M
2
+$12M
3
+$11.1M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.5M

Sector Composition

1 Energy 12.34%
2 Technology 10.61%
3 Financials 8.31%
4 Healthcare 7.32%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$963K 0.04%
5,201
+125
402
$957K 0.04%
17,063
403
$955K 0.03%
1,430
-44
404
$955K 0.03%
5,912
+7
405
$939K 0.03%
69,214
-11,545
406
$937K 0.03%
+18,643
407
$931K 0.03%
37,850
+19,704
408
$926K 0.03%
60,000
+5,000
409
$923K 0.03%
12,931
-379
410
$921K 0.03%
5,813
+498
411
$917K 0.03%
14,571
412
$912K 0.03%
12,082
+2
413
$906K 0.03%
7,919
+54
414
$894K 0.03%
17,840
415
$881K 0.03%
14,027
+768
416
$876K 0.03%
60,751
+10,006
417
$871K 0.03%
+11,529
418
$870K 0.03%
3,464
-138
419
$858K 0.03%
8,378
-593
420
$857K 0.03%
48,262
421
$854K 0.03%
15,380
-144
422
$841K 0.03%
33,747
+7,175
423
$838K 0.03%
29,217
+20,672
424
$831K 0.03%
63,400
-27,801
425
$830K 0.03%
3,339
+356
15 16
17
18 19