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
476
$413K 0.02%
4,464
+524
477
$407K 0.02%
1,940
-40
478
$406K 0.02%
22,530
479
$400K 0.02%
45,000
480
$398K 0.02%
3,364
+250
481
$393K 0.02%
4,193
-36
482
$392K 0.02%
16,630
+320
483
$391K 0.02%
3,208
+182
484
$389K 0.02%
2,229
+64
485
$387K 0.02%
35,678
486
$386K 0.02%
13,210
-15
487
$384K 0.02%
+3,837
488
$382K 0.02%
1,295
489
$382K 0.02%
+4,819
490
$379K 0.02%
10,400
491
$376K 0.02%
27,229
-120,300
492
$376K 0.02%
17,935
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493
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3,250
494
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1,769
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495
$369K 0.02%
5,086
+1,525
496
$365K 0.02%
7,580
-1,436
497
$364K 0.02%
9,657
+22
498
$364K 0.02%
6,997
+80
499
$362K 0.02%
29,720
+5,050
500
$362K 0.02%
13,691
-673
18 19
20
21 22