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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$732K 0.03%
+6,874
402
$718K 0.03%
7,326
-639
403
$717K 0.03%
13,177
-2,022
404
$701K 0.03%
77,685
+9,950
405
$701K 0.03%
5,740
-199
406
$700K 0.03%
11,955
-892
407
$694K 0.03%
+28,500
408
$693K 0.03%
4,988
+545
409
$689K 0.03%
13,759
-2,203
410
$683K 0.03%
11,035
-10
411
$677K 0.03%
8,000
412
$659K 0.03%
5,514
+16
413
$657K 0.03%
9,753
-589
414
$655K 0.03%
12,412
-7,011
415
$652K 0.03%
35,731
+20
416
$641K 0.02%
41,594
+7,270
417
$629K 0.02%
+2,461
418
$628K 0.02%
3,809
-461
419
$625K 0.02%
40,645
+1,000
420
$624K 0.02%
20,934
-4,056
421
$623K 0.02%
21,346
-995
422
$618K 0.02%
15,122
-1,586
423
$617K 0.02%
9,391
+1,925
424
$614K 0.02%
12,136
+2,960
425
$614K 0.02%
6,971
-5,230
15 16
17
18 19