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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$720K 0.02%
8,962
+1,916
502
$718K 0.02%
7,368
+154
503
$718K 0.02%
4,491
+124
504
$714K 0.02%
29,661
+772
505
$711K 0.02%
6,374
-240
506
$708K 0.02%
18,822
+8,046
507
$693K 0.02%
7,001
-1,659
508
$689K 0.02%
6,150
-555
509
$684K 0.02%
12,405
-1,969
510
$682K 0.02%
+2,788
511
$680K 0.02%
+1,172
512
$680K 0.02%
9,254
-283
513
$673K 0.02%
28,049
-1,249
514
$670K 0.02%
1,308
+462
515
$667K 0.02%
24,105
+14,503
516
$666K 0.02%
10,561
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517
$663K 0.02%
9,199
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518
$659K 0.02%
25,980
-671
519
$656K 0.02%
12,739
520
$653K 0.02%
2,433
+371
521
$652K 0.02%
33,274
-21,147
522
$649K 0.02%
4,462
-21
523
$648K 0.02%
14,316
-2,504
524
$645K 0.02%
25,871
+5,419
525
$644K 0.02%
14,702
-5,008
19 20
21
22 23