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
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$824K 0.02%
25,190
-681
477
$821K 0.02%
15,560
+1,185
478
$813K 0.02%
12,709
+3,547
479
$810K 0.02%
5,998
-119
480
$809K 0.02%
26,992
-1,692
481
$808K 0.02%
33,378
+104
482
$806K 0.02%
16,754
-21,815
483
$804K 0.02%
1,526
+42
484
$804K 0.02%
24,790
+2,865
485
$800K 0.02%
+7,036
486
$786K 0.02%
+21,750
487
$782K 0.02%
3,442
+94
488
$778K 0.02%
3,988
-231
489
$774K 0.02%
2,723
-65
490
$774K 0.02%
25,379
-1,353
491
$769K 0.02%
73,068
+22,570
492
$768K 0.02%
87,664
-496
493
$768K 0.02%
6,324
-10,398
494
$765K 0.02%
6,885
-5,410
495
$761K 0.02%
25,438
+376
496
$758K 0.02%
5,696
-26,195
497
$749K 0.02%
+5,201
498
$747K 0.02%
4,514
+52
499
$742K 0.02%
3,943
-138
500
$736K 0.02%
28,850
+4,250
18 19
20
21 22