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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$559K 0.02%
+14,659
452
$556K 0.02%
+27,727
453
$555K 0.02%
2,514
+360
454
$547K 0.02%
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455
$544K 0.02%
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456
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15,927
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457
$538K 0.02%
5,856
-2,400
458
$533K 0.02%
14,455
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459
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+29,931
460
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-365
461
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+1,326
462
$529K 0.02%
8,425
-114
463
$528K 0.02%
5,624
464
$522K 0.02%
9,916
465
$521K 0.02%
8,041
-33
466
$517K 0.02%
1,645
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467
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468
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$508K 0.02%
3,382
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471
$507K 0.02%
18,000
472
$506K 0.02%
38,624
-1,932
473
$504K 0.02%
20,440
-18,525
474
$503K 0.02%
18,740
-55,478
475
$502K 0.02%
13,477
-2,512
17 18
19
20 21