USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$734K 0.02%
9,128
+166
502
$730K 0.02%
7,936
-7
503
$730K 0.02%
7,360
+359
504
$730K 0.02%
47,463
+839
505
$730K 0.02%
21,320
+4,970
506
$724K 0.02%
14,983
+1,328
507
$723K 0.02%
14,618
+302
508
$721K 0.02%
1,779
+95
509
$721K 0.02%
14,645
-17,296
510
$720K 0.02%
15,990
+1,200
511
$719K 0.02%
9,607
+553
512
$715K 0.02%
56,593
-9,017
513
$713K 0.02%
6,753
+293
514
$713K 0.02%
+19,818
515
$707K 0.02%
3,198
-2,681
516
$705K 0.02%
5,602
-8,231
517
$704K 0.02%
6,862
-105,238
518
$702K 0.02%
10,554
-7
519
$700K 0.02%
27,621
-2,040
520
$700K 0.02%
1,911
-8
521
$699K 0.02%
12,287
-25
522
$699K 0.02%
7,444
+1,720
523
$699K 0.02%
29,931
524
$698K 0.02%
9,485
+231
525
$698K 0.02%
26,998
19 20
21
22 23