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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$631K 0.02%
10,554
427
$624K 0.02%
13,925
-1,473
428
$624K 0.02%
14,970
429
$622K 0.02%
747
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430
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20,980
-1,390
431
$617K 0.02%
7,953
+1
432
$617K 0.02%
61,860
-4,675
433
$614K 0.02%
1,908
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434
$611K 0.02%
12,774
-466
435
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2,348
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436
$608K 0.02%
+3,950
437
$607K 0.02%
6,293
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438
$606K 0.02%
19,386
+1,725
439
$605K 0.02%
41,300
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440
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441
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$569K 0.02%
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$566K 0.02%
4,487
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448
$564K 0.02%
3,017
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449
$563K 0.02%
6,826
-251
450
$562K 0.02%
16,907
-615
16 17
18
19 20