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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$379K 0.02%
3,328
+92
502
$378K 0.02%
7,471
-100
503
$378K 0.02%
3,746
+1
504
$378K 0.02%
1,795
+29
505
$375K 0.01%
8,884
506
$373K 0.01%
6,922
-261
507
$373K 0.01%
46,216
+1,200
508
$373K 0.01%
5,538
+1,809
509
$372K 0.01%
42,350
-3,000
510
$371K 0.01%
8,825
511
$370K 0.01%
1,697
+6
512
$370K 0.01%
13,234
-1,875
513
$366K 0.01%
6,270
-2
514
$366K 0.01%
15,476
+950
515
$364K 0.01%
9,092
+901
516
$363K 0.01%
+13,378
517
$363K 0.01%
7,925
+3,211
518
$363K 0.01%
6,313
-3
519
$362K 0.01%
+11,705
520
$359K 0.01%
6,860
+1,614
521
$356K 0.01%
50,000
+15,000
522
$352K 0.01%
4,392
523
$349K 0.01%
6,912
524
$348K 0.01%
8,911
+515
525
$346K 0.01%
+7,198
19 20
21
22 23