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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 0.63%
163,560
+1,446
27
$19.7M 0.61%
1,006,789
+14,941
28
$19.2M 0.59%
42,407
+413
29
$19.1M 0.59%
618,493
+4,237
30
$19.1M 0.59%
57,521
+41,399
31
$18.8M 0.58%
105,078
+78,335
32
$18.5M 0.57%
31,619
+11,464
33
$18.5M 0.57%
97,790
+4,563
34
$17.8M 0.55%
56,272
+2,518
35
$17.2M 0.53%
754,871
+34,833
36
$16.9M 0.52%
76,886
+1,837
37
$16.9M 0.52%
18,400
+156
38
$16.7M 0.52%
115,202
-4,389
39
$16.5M 0.51%
178,443
-289
40
$15.9M 0.49%
426,524
+144,699
41
$15.8M 0.49%
29,354
+1,647
42
$15.8M 0.49%
122,240
+115,116
43
$15.6M 0.48%
20,176
+11,556
44
$15.5M 0.48%
64,808
-10,441
45
$15.4M 0.48%
190,732
+186,708
46
$15.4M 0.48%
53,219
+4,033
47
$15.3M 0.47%
124,589
-1,500
48
$14.7M 0.45%
60,952
-1,683
49
$14.5M 0.45%
146,393
-3,933
50
$14.2M 0.44%
60,501
-999
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2
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