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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$607K 0.03%
13,685
+8,647
427
$593K 0.03%
9,333
-2,196
428
$587K 0.03%
9,215
-1,002
429
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1,209
+65
430
$574K 0.03%
4,219
-11,944
431
$573K 0.03%
9,436
-2,000
432
$571K 0.03%
10,610
+1,410
433
$571K 0.03%
7,302
-2,400
434
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19,005
+9,944
435
$564K 0.02%
166,450
+5,338
436
$561K 0.02%
+17,756
437
$555K 0.02%
26,100
438
$549K 0.02%
+25,458
439
$546K 0.02%
12,176
+227
440
$539K 0.02%
46,151
+16,997
441
$535K 0.02%
4,599
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442
$520K 0.02%
2,504
+373
443
$519K 0.02%
57,480
+2,500
444
$514K 0.02%
14,729
-2,000
445
$511K 0.02%
40,270
446
$511K 0.02%
10,116
447
$508K 0.02%
7,060
+70
448
$506K 0.02%
6,254
-2,000
449
$504K 0.02%
26,325
+5,000
450
$500K 0.02%
13,183
+577
16 17
18
19 20