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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.2M 0.04%
17,087
+649
402
$1.18M 0.04%
9,466
+2,896
403
$1.18M 0.04%
2,265
+371
404
$1.14M 0.04%
6,921
-44,005
405
$1.11M 0.03%
28,028
+8,536
406
$1.1M 0.03%
15,259
-7,883
407
$1.1M 0.03%
+16,866
408
$1.08M 0.03%
24,212
-30,831
409
$1.08M 0.03%
76,324
410
$1.08M 0.03%
28,245
+7,259
411
$1.07M 0.03%
+22,791
412
$1.07M 0.03%
20,148
+6,541
413
$1.06M 0.03%
+28,530
414
$1.06M 0.03%
+22,466
415
$1.06M 0.03%
25,086
+12,500
416
$1.05M 0.03%
+9,637
417
$1.04M 0.03%
45,631
+397
418
$1.03M 0.03%
32,049
-25
419
$1.01M 0.03%
+16,724
420
$1M 0.03%
24,784
+10,223
421
$998K 0.03%
9,262
+1,849
422
$995K 0.03%
+9,919
423
$995K 0.03%
1,435
+688
424
$993K 0.03%
17,047
+4,596
425
$991K 0.03%
49,119
-13,066
15 16
17
18 19