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
$2.73B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$87.6M
2
+$53.4M
3
+$37.3M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$10.8M
5
ADM icon
Archer Daniels Midland
ADM
+$8.27M

Top Sells

1
+$29.2M
2
+$12M
3
+$11.1M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$11.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$10.5M

Sector Composition

1 Energy 12.34%
2 Technology 10.61%
3 Financials 8.31%
4 Healthcare 7.32%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.3M 0.67%
131,760
+1,280
27
$18.3M 0.67%
85,912
+2,685
28
$17.7M 0.65%
231,205
+53,428
29
$17M 0.62%
898,530
+98,553
30
$16.7M 0.61%
140,318
+3,412
31
$16.6M 0.61%
201,127
-31,211
32
$16M 0.58%
161,221
+9,810
33
$15M 0.55%
60,518
+7,121
34
$14.3M 0.52%
78,516
+9,481
35
$13.9M 0.51%
31,518
+1,983
36
$13.7M 0.5%
451,127
-28,894
37
$13.6M 0.5%
23,601
+470
38
$13.5M 0.49%
208,898
+9,503
39
$13M 0.47%
127,673
-10,507
40
$12.9M 0.47%
312,950
-4,346
41
$12.2M 0.45%
55,115
-1,367
42
$12M 0.44%
135,536
+18,109
43
$11.9M 0.43%
222,536
+36,159
44
$11.8M 0.43%
658,650
+57,975
45
$11.1M 0.41%
171,965
-11,228
46
$10.8M 0.39%
+608,646
47
$10.6M 0.39%
69,317
+24,294
48
$10.6M 0.39%
20,736
-102
49
$10.4M 0.38%
22,834
+1,529
50
$10.1M 0.37%
139,672
+13,894
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