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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$289K 0.01%
2,300
527
$288K 0.01%
14,296
-11,162
528
$285K 0.01%
5,717
-221
529
$284K 0.01%
2,149
-55
530
$281K 0.01%
1,261
531
$279K 0.01%
4,205
532
$276K 0.01%
1,414
-5
533
$274K 0.01%
7,658
-179
534
$273K 0.01%
893
+50
535
$272K 0.01%
1,666
+7
536
$269K 0.01%
11,625
+1,500
537
$265K 0.01%
+14,577
538
$264K 0.01%
4,177
+50
539
$264K 0.01%
21,593
540
$259K 0.01%
+7,931
541
$259K 0.01%
4,474
542
$259K 0.01%
3,536
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543
$257K 0.01%
5,695
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544
$256K 0.01%
+9,093
545
$255K 0.01%
23,470
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546
$255K 0.01%
1,359
547
$254K 0.01%
4,130
-2,199
548
$251K 0.01%
9,897
-1,500
549
$251K 0.01%
+9,023
550
$250K 0.01%
12,525
20 21
22
23 24