USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.72B
1-Year Est. Return
17.24%
1 Year Est. Return
+17.24%
AUM
$3.72B
AUM Growth
+$293M
(+8.6%)
Holding
969
Top Buys
| 1 | +$20.6M | |
| 2 | +$11.8M | |
| 3 | +$9.62M | |
| 4 |
Broadcom
AVGO
|
+$8.64M |
| 5 |
Goldman Sachs
GS
|
+$8.05M |
Top Sells
| 1 | +$13.5M | |
| 2 | +$13.3M | |
| 3 | +$11.5M | |
| 4 |
ClearShares Ultra-Short Maturity ETF
OPER
|
+$11.2M |
| 5 |
Alnylam Pharmaceuticals
ALNY
|
+$11.2M |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Energy | 13.06% |
| 3 | Financials | 8.82% |
| 4 | Industrials | 5.66% |
| 5 | Consumer Discretionary | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Broadcom
AVGO
$1.67T
| $25.3M | 0.68% |
76,770
+26,184
|
|
||
27
Alphabet (Google) Class A
GOOGL
$3.98T
| $24.6M | 0.66% |
101,020
+959
|
|
||
28
Energy Transfer Partners
ET
$59.6B
| $24.5M | 0.66% |
1,430,621
+172,814
|
|
||
29
UnitedHealth
UNH
$300B
| $24.5M | 0.66% |
70,908
+34,197
|
|
||
30
Aflac
AFL
$57.4B
| $23.8M | 0.64% |
212,888
+1,272
|
|
||
31
Johnson & Johnson
JNJ
$527B
| $23.4M | 0.63% |
126,188
-1,291
|
|
||
32
Newmont
NEM
$125B
| $21.3M | 0.57% |
253,151
+65,208
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.06T
| $21M | 0.57% |
41,870
-755
|
|
||
34
Emerson Electric
EMR
$84B
| $21M | 0.56% |
159,821
-7,176
|
|
||
35
Alibaba
BABA
$395B
| $20.7M | 0.56% |
115,586
+3,175
|
|
||
36
Canadian Natural Resources
CNQ
$71.6B
| $20.6M | 0.55% |
643,606
+1,186
|
|
||
37
Altria Group
MO
$104B
| $20M | 0.54% |
302,661
+1,635
|
|
||
38
VanEck Gold Miners ETF
GDX
$29.2B
| $19.8M | 0.53% |
258,855
-29,702
|
|
||
39
ConocoPhillips
COP
$121B
| $19.4M | 0.52% |
204,819
+2,019
|
|
||
40
BlackRock US Equity Factor Rotation ETF
DYNF
$31.3B
| $19.2M | 0.52% |
324,411
+906
|
|
||
41
McDonald's
MCD
$219B
| $18M | 0.49% |
59,330
+1,589
|
|
||
42
Visa
V
$633B
| $17.9M | 0.48% |
52,513
-856
|
|
||
43
Travelers Companies
TRV
$60.1B
| $17.6M | 0.47% |
63,195
+981
|
|
||
44
iShares Core Universal USD Bond ETF
IUSB
$34.6B
| $17.3M | 0.47% |
371,360
-867
|
|
||
45
Vanguard S&P 500 ETF
VOO
$851B
| $17.1M | 0.46% |
27,912
+4,814
|
|
||
|
46
Goldman Sachs
GS
$289B
| $16.8M | 0.45% |
21,086
+10,108
|
|
||
47
iShares 7-10 Year Treasury Bond ETF
IEF
$45.8B
| $16.7M | 0.45% |
173,537
+391
|
|
||
48
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
| $16.4M | 0.44% |
624,285
-14,517
|
|
||
49
3M
MMM
$89.1B
| $16.4M | 0.44% |
105,529
-2,419
|
|
||
50
IBM
IBM
$286B
| $15.6M | 0.42% |
55,388
+9,993
|
|