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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$539K 0.03%
10,650
+40
427
$539K 0.03%
34,418
-65,869
428
$537K 0.03%
+8,481
429
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17,756
430
$524K 0.03%
+16,200
431
$517K 0.03%
4,445
-154
432
$516K 0.03%
30,962
-5,930
433
$512K 0.03%
38,000
434
$511K 0.03%
1,086
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435
$507K 0.03%
7,060
436
$506K 0.03%
9,436
437
$504K 0.03%
14,729
438
$502K 0.03%
155,904
-10,546
439
$501K 0.03%
9,378
-2,710
440
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10,290
-3,500
441
$499K 0.03%
41,800
442
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2,362
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443
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25,690
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444
$490K 0.02%
9,585
445
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11,582
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446
$489K 0.02%
9,916
-200
447
$484K 0.02%
2,452
-52
448
$479K 0.02%
2,608
+108
449
$476K 0.02%
17,141
450
$472K 0.02%
13,546
16 17
18
19 20