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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$645K 0.03%
22,341
-693
402
$642K 0.03%
39,481
-17,482
403
$641K 0.03%
52,615
404
$635K 0.03%
44,423
-10,315
405
$632K 0.03%
9,563
-72,470
406
$632K 0.03%
11,045
-1,065
407
$632K 0.03%
20,250
-16,082
408
$624K 0.02%
3,569
-54
409
$623K 0.02%
6,539
+302
410
$622K 0.02%
16,708
411
$620K 0.02%
1,524
+688
412
$609K 0.02%
8,000
413
$606K 0.02%
8,068
-822
414
$605K 0.02%
5,576
+25
415
$602K 0.02%
67,735
-9,950
416
$601K 0.02%
5,498
+1
417
$600K 0.02%
2,990
-4,270
418
$598K 0.02%
10,342
-380
419
$597K 0.02%
3,336
+55
420
$593K 0.02%
5,754
-118
421
$585K 0.02%
39,645
+1,000
422
$584K 0.02%
11,504
+700
423
$581K 0.02%
4,270
-347
424
$581K 0.02%
11,669
+15
425
$577K 0.02%
+7,443
15 16
17
18 19