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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$365K 0.01%
6,688
-490
527
$359K 0.01%
11,231
+800
528
$358K 0.01%
23,344
-6,350
529
$354K 0.01%
8,963
-129
530
$354K 0.01%
7,255
531
$353K 0.01%
50,000
532
$352K 0.01%
12,336
533
$349K 0.01%
3,757
+26
534
$349K 0.01%
6,912
535
$348K 0.01%
+13,550
536
$345K 0.01%
13,618
537
$343K 0.01%
12,045
+2,158
538
$341K 0.01%
1,717
539
$336K 0.01%
5,780
-533
540
$333K 0.01%
2,754
+781
541
$333K 0.01%
4,256
-1,551
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$332K 0.01%
9,105
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543
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544
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5,100
545
$329K 0.01%
1,823
546
$327K 0.01%
12,700
-3,400
547
$325K 0.01%
11,525
-4,040
548
$325K 0.01%
11,637
+816
549
$323K 0.01%
1,305
+1
550
$322K 0.01%
3,000
20 21
22
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