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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$15.1M
3
+$14.7M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$14.6M
5
KMI icon
Kinder Morgan
KMI
+$14M

Top Sells

1
+$58.7M
2
+$12.6M
3
+$9.59M
4
LEN icon
Lennar Class A
LEN
+$9M
5
ABBV icon
AbbVie
ABBV
+$8.66M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$782K 0.02%
26,732
+848
477
$781K 0.02%
+23,321
478
$776K 0.02%
28,684
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479
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88,160
-8,390
480
$774K 0.02%
8,038
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481
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16,438
+4,510
482
$766K 0.02%
19,260
-16,295
483
$755K 0.02%
15,028
+110
484
$754K 0.02%
1,484
+680
485
$753K 0.02%
+29,473
486
$753K 0.02%
24,020
+2,457
487
$752K 0.02%
43,788
-5,331
488
$752K 0.02%
8,657
-1,319
489
$751K 0.02%
20,632
-1,555
490
$751K 0.02%
49,353
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$751K 0.02%
40,160
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18,225
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493
$746K 0.02%
6,117
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494
$737K 0.02%
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495
$736K 0.02%
21,925
+1,173
496
$731K 0.02%
19,816
+3,231
497
$729K 0.02%
46,624
-1,190
498
$726K 0.02%
5,593
+400
499
$725K 0.02%
4,081
-32
500
$722K 0.02%
11,994
18 19
20
21 22