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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$741K 0.02%
16,820
+4,046
477
$737K 0.02%
28,117
+7,193
478
$733K 0.02%
14,410
+5,780
479
$732K 0.02%
7,214
480
$729K 0.02%
6,614
481
$725K 0.02%
26,651
-1,792
482
$721K 0.02%
5,495
483
$720K 0.02%
+38,667
484
$719K 0.02%
2,478
+58
485
$716K 0.02%
+16,585
486
$715K 0.02%
4,367
+536
487
$715K 0.02%
13,687
+3,345
488
$709K 0.02%
12,739
-215
489
$705K 0.02%
11,994
+563
490
$702K 0.02%
+8,601
491
$701K 0.02%
21,563
+2,177
492
$698K 0.02%
20,752
-228
493
$693K 0.02%
21,234
-3,246
494
$692K 0.02%
+9,352
495
$688K 0.02%
10,833
-509
496
$686K 0.02%
9,537
-18,891
497
$682K 0.02%
3,282
+212
498
$681K 0.02%
5,470
+4
499
$680K 0.02%
+2,737
500
$679K 0.02%
26,256
+13,282
18 19
20
21 22