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
476
$432K 0.02%
37,154
477
$431K 0.02%
7,055
+2
478
$431K 0.02%
7,781
-4,716
479
$431K 0.02%
5,249
-2,149
480
$429K 0.02%
2,966
-932
481
$428K 0.02%
9,090
-296
482
$424K 0.02%
1,618
-419
483
$423K 0.02%
26,549
+300
484
$422K 0.02%
15,565
-2,000
485
$419K 0.02%
3,295
-2,700
486
$414K 0.02%
12,785
-6,566
487
$413K 0.02%
16,100
-1,300
488
$410K 0.02%
+11,017
489
$410K 0.02%
58,009
+104
490
$410K 0.02%
6,048
-1,000
491
$409K 0.02%
12,058
-9,169
492
$406K 0.02%
650
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493
$399K 0.02%
4,903
-285
494
$398K 0.02%
15,079
-90
495
$395K 0.02%
7,951
+2,515
496
$393K 0.02%
+5,807
497
$391K 0.02%
7,575
-4,775
498
$387K 0.02%
11,005
+1,005
499
$385K 0.02%
2,677
+3
500
$384K 0.02%
7,178
-250
18 19
20
21 22