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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.3M 0.65%
116,518
+3,916
27
$16M 0.63%
164,513
+6,130
28
$15.9M 0.63%
61,035
-3,375
29
$15.7M 0.62%
187,316
-1,738
30
$15.2M 0.6%
289,767
+1,197
31
$14.6M 0.58%
179,433
-149
32
$14.5M 0.58%
109,021
-1,232
33
$14.3M 0.57%
90,770
+29,822
34
$14M 0.56%
255,676
-3,948
35
$13.9M 0.55%
378,913
+57
36
$13.7M 0.54%
249,445
+1,220
37
$13.7M 0.54%
94,475
-16,501
38
$13.4M 0.53%
62,624
-1,009
39
$13.3M 0.53%
964,513
+92,980
40
$13.3M 0.53%
420,131
-3,645
41
$12.9M 0.51%
159,122
+64,880
42
$12.5M 0.49%
42,002
+745
43
$12.4M 0.49%
75,677
-50,592
44
$12.1M 0.48%
18,332
+12
45
$11.8M 0.47%
61,500
46
$11.4M 0.45%
397,425
-105,745
47
$11.4M 0.45%
77,890
+4,927
48
$11.4M 0.45%
282,876
+109,914
49
$11.3M 0.45%
59,431
+2,415
50
$11M 0.44%
132,994
+2,913
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