USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.6M 0.72%
138,703
-8,986
27
$22.8M 0.67%
1,257,807
+99,848
28
$22.3M 0.65%
211,616
+5,462
29
$22.3M 0.65%
166,997
+2,652
30
$20.7M 0.61%
42,625
-2,041
31
$20.6M 0.6%
96,708
+95,254
32
$20.5M 0.6%
70,416
+959
33
$20.2M 0.59%
642,420
+7,909
34
$19.8M 0.58%
389,624
+44,966
35
$19.5M 0.57%
127,479
+4,521
36
$19.1M 0.56%
109,830
-716
37
$18.9M 0.55%
53,369
+647
38
$18.2M 0.53%
202,800
+10,904
39
$17.6M 0.52%
301,026
+142,012
40
$17.6M 0.52%
100,061
-1,063
41
$17.6M 0.51%
323,505
+50,202
42
$17.2M 0.5%
372,227
-9,962
43
$17M 0.5%
52,027
-3,984
44
$16.9M 0.49%
57,741
+1,533
45
$16.6M 0.49%
62,214
+354
46
$16.6M 0.48%
173,146
-537
47
$16.4M 0.48%
107,948
-9,454
48
$15.7M 0.46%
638,802
+144,855
49
$15M 0.44%
288,557
-53,328
50
$14.8M 0.43%
186,641
+636
1
2
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