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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$508K 0.02%
9,916
452
$508K 0.02%
17,491
-7,441
453
$507K 0.02%
9,650
-255
454
$501K 0.02%
1,070
+2
455
$495K 0.02%
+11,900
456
$494K 0.02%
14,217
+2,397
457
$488K 0.02%
5,784
-1,378
458
$480K 0.02%
22,294
+430
459
$479K 0.02%
2,301
+1
460
$477K 0.02%
8,155
+139
461
$473K 0.02%
9,350
-799
462
$473K 0.02%
7,466
+636
463
$469K 0.02%
29,694
464
$468K 0.02%
9,176
-3,146
465
$463K 0.02%
3,190
-258
466
$462K 0.02%
5,624
467
$460K 0.02%
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468
$453K 0.02%
24,530
+7,634
469
$453K 0.02%
20,800
+9,046
470
$453K 0.02%
+6,600
471
$450K 0.02%
1,778
+991
472
$449K 0.02%
9,224
-6,475
473
$441K 0.02%
23,805
-3,385
474
$441K 0.02%
+4,378
475
$436K 0.02%
40,841
-7,500
17 18
19
20 21