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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$575K 0.02%
4,443
-408
427
$573K 0.02%
10,554
428
$573K 0.02%
7,440
+4,433
429
$571K 0.02%
9,858
-6,151
430
$570K 0.02%
35,711
+17
431
$560K 0.02%
12,645
432
$552K 0.02%
5,265
+72
433
$551K 0.02%
29,275
-5,189
434
$551K 0.02%
3,000
435
$547K 0.02%
9,737
436
$546K 0.02%
3,426
-419
437
$546K 0.02%
6,075
-1,864
438
$544K 0.02%
14,823
-650
439
$540K 0.02%
8,189
+4
440
$537K 0.02%
2,552
+901
441
$533K 0.02%
31,499
+1,000
442
$529K 0.02%
9,052
443
$529K 0.02%
14,740
+4
444
$527K 0.02%
34,324
+785
445
$523K 0.02%
9,543
446
$522K 0.02%
1,185
-6
447
$517K 0.02%
8,350
-307
448
$515K 0.02%
1,985
449
$512K 0.02%
10,889
+553
450
$509K 0.02%
12,575
-1,100
16 17
18
19 20