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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$627K 0.03%
24,027
-1,619
402
$626K 0.03%
5,670
+1,778
403
$624K 0.03%
33,115
-4,213
404
$623K 0.03%
7,725
-496
405
$620K 0.03%
3,781
+2,442
406
$610K 0.03%
2,503
-23
407
$609K 0.03%
52,615
+728
408
$598K 0.03%
6,072
-2,149
409
$591K 0.03%
18,248
-538
410
$588K 0.03%
41,800
411
$587K 0.03%
17,013
412
$587K 0.03%
10,852
+188
413
$586K 0.03%
40,270
414
$585K 0.03%
9,966
-3,949
415
$582K 0.03%
+3,660
416
$576K 0.03%
8,000
417
$564K 0.03%
5,929
-228
418
$564K 0.03%
7,201
+114
419
$562K 0.03%
1,924
+1
420
$557K 0.03%
3,281
+506
421
$554K 0.03%
21,337
+9,966
422
$553K 0.03%
+7,319
423
$552K 0.03%
32,360
-18,783
424
$551K 0.03%
5,658
+402
425
$551K 0.03%
2,693
+524
15 16
17
18 19