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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$469K 0.02%
12,026
-42
452
$468K 0.02%
27,181
+1,090
453
$467K 0.02%
7,000
454
$466K 0.02%
11,995
+600
455
$464K 0.02%
9,221
456
$461K 0.02%
40,270
457
$461K 0.02%
549
458
$459K 0.02%
45,932
+10,000
459
$454K 0.02%
9,623
-46,039
460
$452K 0.02%
1,885
-84
461
$448K 0.02%
13,887
-605
462
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10,524
+30
463
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4,998
-251
464
$433K 0.02%
26,325
465
$433K 0.02%
3,000
466
$430K 0.02%
9,360
467
$428K 0.02%
13,750
+1,500
468
$428K 0.02%
3,995
469
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30,584
470
$426K 0.02%
3,078
-122
471
$425K 0.02%
13,538
+355
472
$421K 0.02%
35,107
+1,150
473
$417K 0.02%
9,958
+251
474
$417K 0.02%
57,563
+83
475
$416K 0.02%
10,890
17 18
19
20 21