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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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$6.19M
3
+$5.34M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$4.79M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$4.76M

Top Sells

1
+$45.4M
2
+$13.3M
3
+$12.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.16M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$470K 0.02%
8,200
-1,725
477
$464K 0.02%
26,849
+300
478
$460K 0.02%
4,899
-677
479
$455K 0.02%
2,162
-828
480
$454K 0.02%
+13,003
481
$451K 0.02%
4,933
-11,374
482
$448K 0.02%
1,557
-61
483
$448K 0.02%
37,154
484
$444K 0.02%
28,208
-16,215
485
$435K 0.02%
5,075
+683
486
$430K 0.02%
42,964
+614
487
$429K 0.02%
6,775
-1,575
488
$423K 0.02%
11,005
489
$423K 0.02%
+2,317
490
$423K 0.02%
3,358
+30
491
$423K 0.02%
883
-187
492
$421K 0.02%
2,704
+27
493
$419K 0.02%
2,686
-504
494
$418K 0.02%
+7,760
495
$418K 0.02%
5,111
-138
496
$416K 0.02%
3,719
-659
497
$412K 0.02%
7,993
-1,357
498
$412K 0.02%
11,833
+1,618
499
$410K 0.02%
8,884
500
$406K 0.02%
9,625
+2,072
18 19
20
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