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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$405K 0.02%
8,825
502
$405K 0.02%
8,497
-593
503
$402K 0.02%
9,475
+2,075
504
$398K 0.02%
4,440
-9,927
505
$397K 0.02%
4,937
+34
506
$397K 0.02%
2,783
+1,245
507
$396K 0.02%
7,420
-1,804
508
$392K 0.02%
15,080
+4,100
509
$389K 0.02%
7,575
510
$387K 0.01%
2,895
-400
511
$385K 0.01%
1,466
-100
512
$383K 0.01%
6,520
-402
513
$382K 0.01%
14,224
-855
514
$381K 0.01%
7,471
515
$381K 0.01%
6,641
-219
516
$381K 0.01%
+30,500
517
$380K 0.01%
7,070
+15
518
$379K 0.01%
32,999
+1,500
519
$377K 0.01%
7,927
+2
520
$375K 0.01%
15,240
-236
521
$375K 0.01%
45,216
-1,000
522
$374K 0.01%
8,891
-20
523
$372K 0.01%
2,837
-14,529
524
$368K 0.01%
12,983
+1,418
525
$367K 0.01%
8,247
19 20
21
22 23