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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$547K 0.02%
2,541
-11
452
$545K 0.02%
2,637
-789
453
$543K 0.02%
7,076
-364
454
$541K 0.02%
12,535
+635
455
$541K 0.02%
33,081
-6,400
456
$539K 0.02%
3,000
457
$539K 0.02%
10,959
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458
$535K 0.02%
10,538
-966
459
$533K 0.02%
5,197
+1,451
460
$526K 0.02%
9,650
461
$525K 0.02%
48,341
+7,500
462
$524K 0.02%
12,546
-7,692
463
$523K 0.02%
5,788
+4
464
$511K 0.02%
9,969
+53
465
$507K 0.02%
18,162
+671
466
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1,742
-36
467
$502K 0.02%
3,811
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468
$497K 0.02%
40,556
-12,059
469
$496K 0.02%
1,945
470
$495K 0.02%
22,082
-7,193
471
$489K 0.02%
2,301
472
$487K 0.02%
5,624
473
$485K 0.02%
4,218
-1,047
474
$473K 0.02%
20,800
475
$471K 0.02%
33,600
+7,900
17 18
19
20 21