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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$987K 0.03%
+38,894
427
$984K 0.03%
13,974
+7,671
428
$974K 0.03%
8,153
+285
429
$973K 0.03%
60,154
-27,674
430
$969K 0.03%
19,513
-4,699
431
$962K 0.03%
3,300
-200
432
$959K 0.03%
10,669
+421
433
$958K 0.03%
10,851
+554
434
$953K 0.03%
14,045
+3,646
435
$947K 0.03%
7,913
-1,553
436
$946K 0.03%
+27,650
437
$941K 0.03%
19,124
-65
438
$941K 0.03%
+17,315
439
$940K 0.03%
81,600
+2,352
440
$938K 0.03%
35,677
+10,168
441
$936K 0.03%
3,174
+696
442
$926K 0.03%
8,202
+611
443
$919K 0.03%
10,818
-77,649
444
$915K 0.03%
9,862
-11,416
445
$914K 0.03%
20,360
+5,950
446
$901K 0.03%
24,733
-51
447
$898K 0.03%
20,143
+823
448
$887K 0.03%
+1,304
449
$880K 0.03%
65,610
+1,760
450
$871K 0.03%
8,529
+3,740
16 17
18
19 20