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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$990K 0.03%
+10,297
427
$986K 0.03%
2,328
+11
428
$976K 0.03%
3,377
-31
429
$973K 0.03%
5,982
+859
430
$972K 0.03%
23,619
+1,478
431
$963K 0.03%
28,554
-375
432
$960K 0.03%
100,594
+423
433
$957K 0.03%
10,527
+4,671
434
$949K 0.03%
9,543
435
$947K 0.03%
8,715
+3,377
436
$946K 0.03%
23,267
+13,822
437
$942K 0.03%
29,966
+6,079
438
$929K 0.03%
907
+220
439
$924K 0.03%
79,248
-16,677
440
$917K 0.03%
2,277
-941
441
$913K 0.03%
7,868
+98
442
$900K 0.03%
14,918
+9,070
443
$898K 0.03%
6,980
+850
444
$893K 0.03%
1,717
+26
445
$886K 0.03%
2,951
+305
446
$881K 0.03%
17,579
+8,133
447
$879K 0.03%
23,024
+2,559
448
$860K 0.03%
+10,593
449
$856K 0.03%
63,850
+14,175
450
$855K 0.03%
96,993
+5,528
16 17
18
19 20