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
$2.73B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$85.8M
2
+$54.4M
3
+$36.8M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$10.4M
5
DOW icon
Dow Inc
DOW
+$7.71M

Top Sells

1
+$29.2M
2
+$12.3M
3
+$11M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.4M

Sector Composition

1 Energy 12.34%
2 Technology 10.61%
3 Financials 8.31%
4 Healthcare 7.32%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$468K 0.02%
+36,506
527
$468K 0.02%
5,688
528
$468K 0.02%
3,130
+335
529
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549
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531
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532
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1,974
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533
$448K 0.02%
3,399
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534
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3,250
535
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7,784
-195
536
$443K 0.02%
10,494
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537
$442K 0.02%
14,409
538
$439K 0.02%
+5,609
539
$436K 0.02%
11,064
-1,101
540
$434K 0.02%
1,844
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541
$434K 0.02%
45,000
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545
$414K 0.02%
6,391
-1,966
546
$411K 0.02%
21,593
-70
547
$409K 0.02%
5,790
+378
548
$405K 0.01%
1,784
+49
549
$403K 0.01%
1,812
+105
550
$401K 0.01%
7,539
+2,229
20 21
22
23 24