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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$847K 0.03%
19,710
-2,620
452
$843K 0.03%
19,320
+11,635
453
$840K 0.03%
9,976
+1,674
454
$839K 0.03%
+7,591
455
$839K 0.03%
8,660
+1,507
456
$839K 0.03%
61,705
-55,250
457
$838K 0.03%
11,328
-2,607
458
$832K 0.03%
4,199
+612
459
$826K 0.03%
+14,238
460
$819K 0.03%
10,248
-64,411
461
$800K 0.02%
6,402
+21
462
$798K 0.02%
96,550
-47,547
463
$797K 0.02%
3,495
-120
464
$791K 0.02%
25,884
+1,300
465
$781K 0.02%
28,116
466
$779K 0.02%
9,054
-1,703
467
$775K 0.02%
+20,472
468
$772K 0.02%
+2,056
469
$764K 0.02%
7,938
+5,299
470
$763K 0.02%
14,374
-1,806
471
$758K 0.02%
+4,113
472
$757K 0.02%
22,187
+15,389
473
$756K 0.02%
8,000
+47
474
$750K 0.02%
9,734
+30
475
$741K 0.02%
47,814
+1,670
17 18
19
20 21