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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$311K 0.01%
63,250
527
$309K 0.01%
8,200
+400
528
$308K 0.01%
14,300
-3,500
529
$302K 0.01%
7,543
-32,321
530
$301K 0.01%
+9,215
531
$300K 0.01%
13,929
+706
532
$300K 0.01%
3,616
-395
533
$298K 0.01%
+4,368
534
$296K 0.01%
11,677
-7,568
535
$296K 0.01%
10,225
+114
536
$295K 0.01%
20,798
+1,200
537
$294K 0.01%
2,596
-465
538
$293K 0.01%
1,417
+59
539
$292K 0.01%
5,425
-156
540
$292K 0.01%
2,399
-80
541
$290K 0.01%
+5,619
542
$289K 0.01%
4,104
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543
$289K 0.01%
3,000
544
$287K 0.01%
5,297
+532
545
$286K 0.01%
+3,516
546
$285K 0.01%
13,026
+790
547
$284K 0.01%
4,785
-172
548
$284K 0.01%
1,823
549
$281K 0.01%
12,196
+42
550
$281K 0.01%
4,010
-32
20 21
22
23 24