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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 0.72%
188,123
+2,705
27
$15M 0.71%
355,740
+53,790
28
$15M 0.71%
62,995
+2,370
29
$14.7M 0.7%
39,841
+6,030
30
$14.6M 0.69%
161,754
+1,133
31
$13.8M 0.65%
69,219
-133
32
$13.5M 0.64%
252,727
+13,725
33
$13.4M 0.64%
112,283
+3,157
34
$12.7M 0.6%
150,303
+2,996
35
$12.5M 0.59%
184,660
+6,405
36
$12.3M 0.58%
419,451
-20,644
37
$12.2M 0.58%
40,990
+166
38
$11.3M 0.54%
204,942
+38,200
39
$11.2M 0.53%
94,354
+28,081
40
$11M 0.52%
72,498
+2,186
41
$10.9M 0.52%
113,851
+3,878
42
$10.7M 0.51%
59,780
+5,605
43
$9.94M 0.47%
165,144
-1,239
44
$9.94M 0.47%
24,403
+12,935
45
$9.93M 0.47%
576,896
+1,627
46
$9.91M 0.47%
345,521
+27,078
47
$9.87M 0.47%
18,327
-655
48
$9.71M 0.46%
96,190
-3,600
49
$9.67M 0.46%
259,920
-1,404
50
$9.6M 0.46%
601,835
+65,243
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