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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$341K 0.01%
12,336
+3,892
527
$341K 0.01%
15,011
+1,082
528
$339K 0.01%
+8,247
529
$338K 0.01%
8,621
-674
530
$337K 0.01%
25,700
+7,900
531
$335K 0.01%
10,215
-1,075
532
$334K 0.01%
+1,566
533
$332K 0.01%
1,673
-410
534
$331K 0.01%
7,255
-1,043
535
$328K 0.01%
29,819
-3,785
536
$328K 0.01%
2,550
-51
537
$327K 0.01%
463
-50
538
$326K 0.01%
14,307
-16,165
539
$319K 0.01%
3,731
+113
540
$318K 0.01%
1,304
-6
541
$318K 0.01%
2,339
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542
$317K 0.01%
3,000
-250
543
$314K 0.01%
13,618
544
$313K 0.01%
1,717
-965
545
$310K 0.01%
24,201
+3,100
546
$309K 0.01%
4,435
-68
547
$308K 0.01%
+10,155
548
$308K 0.01%
10,119
-582
549
$307K 0.01%
+14,099
550
$306K 0.01%
7,553
+4
20 21
22
23 24