USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.02M 0.03%
15,890
427
$1.01M 0.03%
29,573
-2,327
428
$1.01M 0.03%
89,160
+7,560
429
$1M 0.03%
15,743
-8,605
430
$1,000K 0.03%
+35,555
431
$998K 0.03%
9,756
-11,189
432
$996K 0.03%
3,275
+842
433
$984K 0.03%
7,964
+51
434
$975K 0.03%
2,464
-1,169
435
$958K 0.03%
7,919
-283
436
$957K 0.03%
15,632
+1,963
437
$955K 0.03%
14,163
+118
438
$947K 0.03%
3,300
439
$943K 0.03%
19,066
-58
440
$923K 0.03%
4,278
-828
441
$919K 0.03%
7,792
-920
442
$916K 0.03%
10,514
-155
443
$915K 0.03%
7,461
+1,075
444
$909K 0.03%
+9,419
445
$908K 0.03%
+48,252
446
$907K 0.03%
13,155
+400
447
$905K 0.03%
23,024
-4,391
448
$902K 0.03%
45,454
+2,381
449
$899K 0.03%
20,115
-28
450
$899K 0.03%
+11,853
16 17
18
19 20