USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$895K 0.03%
34,834
+1,642
452
$893K 0.03%
18,156
+1,718
453
$887K 0.03%
2,195
+291
454
$887K 0.03%
3,876
-3,563
455
$877K 0.03%
7,977
-505
456
$872K 0.03%
8,244
+206
457
$862K 0.03%
+38,018
458
$858K 0.03%
47,514
+26,864
459
$855K 0.03%
21,643
-245
460
$855K 0.03%
38,894
461
$853K 0.02%
8,565
-2,286
462
$849K 0.02%
4,147
+677
463
$847K 0.02%
21,450
-32,035
464
$845K 0.02%
6,365
+200
465
$844K 0.02%
20,833
+201
466
$842K 0.02%
22,791
+8,298
467
$841K 0.02%
12,837
-43
468
$840K 0.02%
19,545
+1,320
469
$830K 0.02%
7,938
470
$828K 0.02%
6,313
-16
471
$827K 0.02%
35,586
-147
472
$827K 0.02%
5,944
-9,061
473
$826K 0.02%
23,783
-237
474
$825K 0.02%
12,043
+49
475
$825K 0.02%
8,780
+2
17 18
19
20 21