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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$867K 0.03%
87,665
-9,328
452
$867K 0.03%
11,631
+1,038
453
$865K 0.03%
11,056
-272
454
$864K 0.03%
12,755
+147
455
$863K 0.03%
35,751
-8,423
456
$862K 0.03%
8,787
+3,947
457
$852K 0.03%
+33,192
458
$847K 0.03%
25,062
+10,612
459
$847K 0.03%
+43,073
460
$838K 0.03%
1,684
-33
461
$834K 0.03%
5,748
-234
462
$829K 0.03%
16,701
-878
463
$828K 0.03%
6,165
+670
464
$828K 0.03%
35,733
-9,898
465
$821K 0.03%
5,959
+2,221
466
$818K 0.03%
8,482
-1,061
467
$816K 0.03%
3,348
-4,250
468
$816K 0.03%
5,125
-3,635
469
$816K 0.03%
1,551
-481
470
$815K 0.03%
6,329
-73
471
$815K 0.03%
21,888
+1,416
472
$805K 0.02%
7,938
473
$797K 0.02%
12,880
+1,999
474
$787K 0.02%
14,581
+894
475
$786K 0.02%
4,219
+20
17 18
19
20 21