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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$361K 0.02%
22,825
+6,145
527
$359K 0.02%
+8,851
528
$357K 0.02%
1,310
-688
529
$355K 0.02%
+1,295
530
$352K 0.02%
5,938
-453
531
$351K 0.02%
1,492
-48
532
$350K 0.02%
22,530
533
$348K 0.02%
24,670
534
$342K 0.02%
20,531
-5,569
535
$339K 0.01%
30,600
-32,800
536
$335K 0.01%
260
537
$331K 0.01%
7,193
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538
$329K 0.01%
15,834
+180
539
$327K 0.01%
3,598
+199
540
$326K 0.01%
4,081
+550
541
$325K 0.01%
6,030
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542
$313K 0.01%
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543
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544
$311K 0.01%
1,261
-32
545
$311K 0.01%
2,644
-2,527
546
$310K 0.01%
20,457
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547
$309K 0.01%
18,498
+4,500
548
$306K 0.01%
+15,000
549
$305K 0.01%
+11,397
550
$304K 0.01%
7,837
+396
20 21
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