USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.15M 0.03%
10,405
+543
402
$1.14M 0.03%
27,618
-1,978
403
$1.14M 0.03%
42,643
+26,146
404
$1.14M 0.03%
16,262
+778
405
$1.13M 0.03%
+7,352
406
$1.13M 0.03%
18,748
+4,167
407
$1.11M 0.03%
19,680
+1,892
408
$1.11M 0.03%
3,105
+28
409
$1.1M 0.03%
11,046
+79
410
$1.1M 0.03%
4,772
-79
411
$1.09M 0.03%
26,023
412
$1.09M 0.03%
59,964
-190
413
$1.09M 0.03%
22,147
+5,446
414
$1.07M 0.03%
27,050
-9,125
415
$1.07M 0.03%
11,742
+686
416
$1.07M 0.03%
28,122
417
$1.07M 0.03%
40,497
+4,820
418
$1.05M 0.03%
27,936
-4,023
419
$1.04M 0.03%
11,380
-251
420
$1.04M 0.03%
1,386
-2,131
421
$1.04M 0.03%
7,644
-1,320
422
$1.03M 0.03%
2,847
+1,096
423
$1.03M 0.03%
17,779
+3,805
424
$1.03M 0.03%
19,260
425
$1.02M 0.03%
18,283
+13
15 16
17
18 19