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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$578K 0.02%
1,839
+199
427
$576K 0.02%
20,105
-829
428
$572K 0.02%
40,700
+24,670
429
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10,596
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430
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2,862
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431
$555K 0.02%
5,197
432
$553K 0.02%
4,636
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433
$553K 0.02%
17,522
-1,117
434
$553K 0.02%
20,800
435
$552K 0.02%
5,739
436
$548K 0.02%
32,999
437
$548K 0.02%
30,144
-5,753
438
$546K 0.02%
5,609
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439
$544K 0.02%
11,110
+151
440
$544K 0.02%
7,088
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441
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15,989
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443
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3,340
-1,648
444
$529K 0.02%
1,765
+23
445
$529K 0.02%
4,710
-13,861
446
$527K 0.02%
9,325
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447
$525K 0.02%
2,529
-108
448
$523K 0.02%
48,341
449
$522K 0.02%
10,284
-254
450
$520K 0.02%
8,000
16 17
18
19 20