USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.42B
1-Year Return
15.04%
This Quarter Return
-6.14%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
–
10 Year Return
–
AUM
$1.98B
AUM Growth
-$302M
(-13%)
Cap. Flow
-$145M
Cap. Flow
% of AUM
-7.36%
Top 10 Holdings %
Top 10 Hldgs %
30.12%
Holding
702
New
37
Increased
217
Reduced
273
Closed
67
Top Buys
| 1 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$10.7M |
| 2 |
ClearShares Ultra-Short Maturity ETF
OPER
|
+$7.56M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.4M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$3.91M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$3.07M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$32M |
| 2 |
ProShares Short 20+ Year Treasury ETF
TBF
|
+$12.2M |
| 3 |
General Mills
GIS
|
+$9.77M |
| 4 |
Kinder Morgan
KMI
|
+$7.82M |
| 5 |
Dow Inc
DOW
|
+$7.51M |
Sector Composition
| 1 | Energy | 16.62% |
| 2 | Technology | 9.49% |
| 3 | Healthcare | 7.96% |
| 4 | Financials | 7.07% |
| 5 | Industrials | 4.21% |
