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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$722K 0.03%
29,647
+430
402
$711K 0.03%
1,494
+64
403
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39,164
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405
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5,641
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406
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5,985
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407
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408
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1,143
-276
409
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12,088
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410
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+17,300
411
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412
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10,576
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413
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414
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36,950
-900
415
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416
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47,495
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417
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418
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21,905
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419
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43,455
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420
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421
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6,229
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422
$628K 0.03%
2,599
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423
$618K 0.03%
10,492
-1,872
424
$616K 0.03%
6,465
425
$608K 0.03%
5,443
-23
15 16
17
18 19