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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$473K 0.02%
57,808
+85
452
$469K 0.02%
+19,315
453
$467K 0.02%
1,985
+35
454
$466K 0.02%
10,554
455
$466K 0.02%
29,694
456
$462K 0.02%
10,071
457
$448K 0.02%
5,624
458
$447K 0.02%
8,825
459
$445K 0.02%
9,485
-197
460
$444K 0.02%
6,781
-7,181
461
$443K 0.02%
7,053
-472
462
$442K 0.02%
8,182
-1,964
463
$440K 0.02%
12,233
-692
464
$440K 0.02%
1,942
+2
465
$437K 0.02%
8,889
-1,576
466
$426K 0.02%
14,639
+2,216
467
$425K 0.02%
37,154
468
$423K 0.02%
2,300
-1
469
$420K 0.02%
14,801
+70
470
$420K 0.02%
1,974
+20
471
$420K 0.02%
36,704
+8,149
472
$419K 0.02%
3,027
-590
473
$414K 0.02%
2,117
-496
474
$412K 0.02%
4,400
-1,200
475
$408K 0.02%
9,792
-1,090
17 18
19
20 21