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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$454K 0.02%
45,716
+500
477
$449K 0.02%
2,462
-674
478
$448K 0.02%
1,965
+539
479
$446K 0.02%
18,000
+7,500
480
$440K 0.02%
+15,516
481
$440K 0.02%
8,560
+800
482
$437K 0.02%
2,154
-8
483
$436K 0.02%
8,195
+4
484
$434K 0.02%
4,902
+462
485
$433K 0.02%
19,588
-14,723
486
$431K 0.02%
2,350
+49
487
$429K 0.02%
+8,310
488
$425K 0.02%
126,515
-95,386
489
$420K 0.02%
10,941
+1,978
490
$419K 0.02%
13,689
-13,845
491
$418K 0.02%
4,977
-98
492
$418K 0.02%
11,005
493
$418K 0.02%
6,775
494
$417K 0.02%
5,111
495
$417K 0.02%
2,458
-6,516
496
$416K 0.02%
3,411
+53
497
$407K 0.02%
8,486
-11
498
$405K 0.02%
2,689
+3
499
$398K 0.02%
1,853
-92
500
$396K 0.02%
8,944
+697
18 19
20
21 22