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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$502K 0.02%
9,353
+28
477
$495K 0.02%
9,640
+1,330
478
$490K 0.02%
4,162
+878
479
$488K 0.02%
6,625
-8,958
480
$488K 0.02%
38,789
481
$486K 0.02%
+7,446
482
$483K 0.02%
9,446
-892
483
$483K 0.02%
3,670
-3,635
484
$478K 0.02%
8,198
+3
485
$477K 0.02%
3,359
+412
486
$477K 0.02%
18,588
-1,000
487
$475K 0.02%
1,221
+84
488
$473K 0.02%
15,072
-1,218
489
$472K 0.02%
5,864
-22
490
$472K 0.02%
3,482
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491
$463K 0.02%
4,614
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$463K 0.02%
6,832
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493
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2,306
-156
494
$462K 0.02%
4,739
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495
$462K 0.02%
2,754
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496
$460K 0.02%
1,853
497
$459K 0.02%
8,436
-50
498
$458K 0.02%
43,856
-1,860
499
$457K 0.02%
4,889
-13
500
$457K 0.02%
20,465
+3,681
18 19
20
21 22