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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$495K 0.02%
15,461
-1,300
452
$493K 0.02%
14,492
+1,842
453
$493K 0.02%
7,487
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454
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+4,458
455
$491K 0.02%
17,141
456
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9,585
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457
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6,401
-484
458
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459
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4,617
460
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12,068
461
$485K 0.02%
5,249
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462
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11,395
-155
463
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1,969
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464
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13,546
465
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26,091
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466
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9,360
467
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7,000
468
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10,000
470
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38,000
471
$473K 0.02%
9,616
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472
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9,450
-2,050
473
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36,892
+2,722
474
$470K 0.02%
3,995
475
$467K 0.02%
9,221
-984
17 18
19
20 21