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
476
$404K 0.02%
2,870
-1,700
477
$403K 0.02%
7,144
-1
478
$400K 0.02%
21,749
-1,370
479
$397K 0.02%
18,142
+4,852
480
$395K 0.02%
4,014
-6,351
481
$395K 0.02%
48,500
482
$394K 0.02%
7,520
-101
483
$394K 0.02%
2,021
+238
484
$392K 0.02%
16,826
-199
485
$390K 0.02%
26,149
+2,200
486
$387K 0.02%
4,902
-3,116
487
$387K 0.02%
3,250
488
$385K 0.02%
7,571
+923
489
$383K 0.02%
3,689
+26
490
$382K 0.02%
16,255
+650
491
$380K 0.02%
2,673
-2,836
492
$369K 0.02%
7,181
-2
493
$367K 0.02%
+30,999
494
$365K 0.02%
46,816
+2,200
495
$363K 0.02%
8,643
496
$362K 0.02%
21,617
-678
497
$358K 0.02%
31,696
-7,000
498
$355K 0.02%
11,535
499
$355K 0.02%
8,825
+1,200
500
$354K 0.02%
3,751
-18,799
18 19
20
21 22