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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.14M 0.03%
2,438
-16,185
402
$1.13M 0.03%
2,409
+81
403
$1.13M 0.03%
2,278
+13
404
$1.12M 0.03%
3,244
+293
405
$1.12M 0.03%
33,452
-7,609
406
$1.12M 0.03%
5,880
-9,241
407
$1.12M 0.03%
12,295
+8,895
408
$1.1M 0.03%
15,730
+4,897
409
$1.09M 0.03%
12,726
+183
410
$1.08M 0.03%
17,788
+741
411
$1.08M 0.03%
11,715
+5,115
412
$1.08M 0.03%
11,084
-1,985
413
$1.07M 0.03%
104,159
+3,565
414
$1.07M 0.03%
10,967
+2,252
415
$1.06M 0.03%
8,712
-550
416
$1.05M 0.03%
25,041
+1,774
417
$1.04M 0.03%
28,122
-432
418
$1.04M 0.03%
16,539
-327
419
$1.04M 0.03%
32,049
420
$1.04M 0.03%
3,827
+450
421
$1.02M 0.03%
15,890
422
$1.02M 0.03%
17,549
-1,909
423
$1.02M 0.03%
5,106
-1,574
424
$1.01M 0.03%
+26,023
425
$1.01M 0.03%
9,322
-8,480
15 16
17
18 19