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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.63%
132,820
+17,086
27
$12.3M 0.62%
165,532
+20,400
28
$11.9M 0.6%
509,252
+25,815
29
$10.7M 0.54%
+449,639
30
$10.1M 0.51%
105,080
-16,860
31
$9.76M 0.49%
222,191
-170,960
32
$9.75M 0.49%
117,490
-34
33
$9.74M 0.49%
133,058
+5,783
34
$9.53M 0.48%
26,578
+1,367
35
$9.09M 0.46%
19,251
-491
36
$9.06M 0.46%
50,991
-192
37
$8.86M 0.45%
145,743
+78
38
$8.65M 0.44%
113,797
+1,605
39
$8.64M 0.44%
286,187
-184
40
$8.49M 0.43%
151,621
+1,842
41
$8.45M 0.43%
36,625
+524
42
$8.29M 0.42%
65,689
+2,476
43
$8.13M 0.41%
50,346
+1,710
44
$8.07M 0.41%
313,176
-190,994
45
$8.01M 0.41%
92,964
+2,652
46
$7.97M 0.4%
197,340
-32,892
47
$7.96M 0.4%
70,482
-8,322
48
$7.93M 0.4%
517,298
+8,954
49
$7.76M 0.39%
109,181
+1,013
50
$7.7M 0.39%
95,382
+23,975
1
2
3 4 5