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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$667K 0.02%
10,554
502
$667K 0.02%
1,941
+33
503
$665K 0.02%
44,500
+3,200
504
$665K 0.02%
1,738
+283
505
$658K 0.02%
25,509
-289
506
$658K 0.02%
35,788
+19
507
$649K 0.02%
36,200
-10,531
508
$647K 0.02%
9,052
509
$643K 0.02%
+4,813
510
$635K 0.02%
11,928
-1,997
511
$633K 0.02%
+4,483
512
$630K 0.02%
+5,193
513
$626K 0.02%
29,298
+1,551
514
$624K 0.02%
+23,319
515
$624K 0.02%
29,931
516
$622K 0.02%
12,201
-218
517
$621K 0.02%
10,399
+3,774
518
$619K 0.02%
6,705
-64,693
519
$613K 0.02%
14,970
520
$612K 0.02%
2,268
-160
521
$611K 0.02%
20,923
+1,149
522
$609K 0.02%
+5,724
523
$602K 0.02%
+62,600
524
$602K 0.02%
12,181
+523
525
$596K 0.02%
6,930
-75
19 20
21
22 23