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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$361K 0.02%
37,961
+2,000
502
$361K 0.02%
36,500
+26,500
503
$356K 0.02%
7,784
504
$352K 0.02%
6,863
-55
505
$340K 0.02%
6,912
-508
506
$339K 0.02%
26,449
+362
507
$337K 0.02%
47,901
-3,998
508
$337K 0.02%
4,208
-1,018
509
$324K 0.02%
1,160
-150
510
$323K 0.02%
+15,485
511
$316K 0.02%
1,916
+163
512
$306K 0.02%
8,731
-144
513
$304K 0.02%
+9,040
514
$304K 0.02%
1,327
+9
515
$301K 0.02%
2,570
-74
516
$299K 0.02%
2,025
-10
517
$295K 0.01%
13,386
-13,519
518
$295K 0.01%
20,457
519
$295K 0.01%
7,748
-1,702
520
$295K 0.01%
+30,000
521
$294K 0.01%
19,998
+1,500
522
$293K 0.01%
777
-2
523
$292K 0.01%
8,125
524
$289K 0.01%
9,811
-5,650
525
$289K 0.01%
14,829
-1,005
19 20
21
22 23