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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$610K 0.02%
12,645
427
$601K 0.02%
18,639
-1,611
428
$594K 0.02%
42,609
+28,843
429
$593K 0.02%
10,554
430
$585K 0.02%
44,048
-17,321
431
$583K 0.02%
9,543
432
$582K 0.02%
5,739
-800
433
$581K 0.02%
9,052
434
$577K 0.02%
3,136
-200
435
$577K 0.02%
692
-160
436
$575K 0.02%
2,400
+703
437
$571K 0.02%
9,737
438
$571K 0.02%
+10,459
439
$569K 0.02%
17,743
-3,131
440
$563K 0.02%
2,277
-1,617
441
$563K 0.02%
5,614
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442
$562K 0.02%
5,163
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443
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5,468
-286
444
$562K 0.02%
9,316
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445
$559K 0.02%
8,182
+27
446
$553K 0.02%
8,191
+2
447
$552K 0.02%
7,451
-2,112
448
$548K 0.02%
9,097
-3,402
449
$548K 0.02%
2,570
+775
450
$547K 0.02%
+9,950
16 17
18
19 20