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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$395K 0.02%
11,833
502
$392K 0.01%
9,631
+6
503
$388K 0.01%
11,194
+3,493
504
$387K 0.01%
7,575
505
$387K 0.01%
10,872
-2,131
506
$387K 0.01%
28,571
+3,314
507
$386K 0.01%
11,731
+500
508
$386K 0.01%
4,823
-114
509
$383K 0.01%
+7,225
510
$382K 0.01%
4,906
-27
511
$382K 0.01%
7,471
512
$381K 0.01%
7,420
513
$380K 0.01%
8,343
-482
514
$378K 0.01%
30,156
-13,892
515
$377K 0.01%
4,832
+219
516
$377K 0.01%
864
-19
517
$375K 0.01%
2,947
+110
518
$374K 0.01%
1,137
+147
519
$373K 0.01%
8,489
-402
520
$373K 0.01%
7,603
-324
521
$371K 0.01%
5,886
+106
522
$371K 0.01%
3,568
+782
523
$368K 0.01%
838
+152
524
$364K 0.01%
3,719
-1,895
525
$363K 0.01%
+13,201
19 20
21
22 23