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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.99M
3
+$4.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.69M
5
AAPL icon
Apple
AAPL
+$4.54M

Top Sells

1
+$26.7M
2
+$8.41M
3
+$4.26M
4
D icon
Dominion Energy
D
+$3.52M
5
UBER icon
Uber
UBER
+$3.4M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$547K 0.03%
11,860
+23
427
$547K 0.03%
23,696
-6,500
428
$543K 0.03%
12,645
+4,277
429
$533K 0.03%
4,028
+27
430
$533K 0.03%
9,031
+269
431
$532K 0.03%
+7,574
432
$530K 0.03%
9,737
-5,110
433
$527K 0.03%
5,079
-351
434
$525K 0.02%
10,279
+648
435
$522K 0.02%
10,205
+255
436
$521K 0.02%
3,000
437
$519K 0.02%
38,645
-27,529
438
$512K 0.02%
4,004
+1,780
439
$504K 0.02%
14,736
-6
440
$502K 0.02%
3,951
-2,592
441
$497K 0.02%
9,916
442
$497K 0.02%
1,239
443
$495K 0.02%
+4,304
444
$494K 0.02%
47,454
+500
445
$494K 0.02%
12,155
446
$493K 0.02%
9,052
-5,601
447
$493K 0.02%
1,081
+94
448
$490K 0.02%
3,392
+184
449
$489K 0.02%
33,710
+5,250
450
$476K 0.02%
2,823
-255
16 17
18
19 20