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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$352K 0.02%
4,694
+155
502
$349K 0.02%
8,884
503
$348K 0.02%
+2,662
504
$347K 0.02%
3,232
-4,187
505
$345K 0.02%
+7,480
506
$345K 0.02%
1,568
+88
507
$344K 0.02%
6,912
508
$342K 0.02%
1,685
-81
509
$336K 0.02%
9,890
+47
510
$335K 0.02%
1,267
+3
511
$334K 0.02%
+16,904
512
$332K 0.02%
11,394
+559
513
$331K 0.02%
1,950
+89
514
$330K 0.02%
4,604
+87
515
$329K 0.02%
15,396
-8,916
516
$327K 0.02%
10,000
517
$322K 0.02%
5,126
-7,219
518
$322K 0.02%
4,257
-5,235
519
$321K 0.02%
9,649
520
$321K 0.02%
11,325
-15
521
$317K 0.02%
5,595
-1,010
522
$315K 0.02%
6,277
+1
523
$315K 0.01%
+2,694
524
$314K 0.01%
+6,317
525
$314K 0.01%
10,593
-8,400
19 20
21
22 23