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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$362K 0.01%
23,344
527
$361K 0.01%
16,784
+2,685
528
$360K 0.01%
+10,105
529
$359K 0.01%
50,000
530
$358K 0.01%
6,041
+484
531
$357K 0.01%
3,284
-8,357
532
$357K 0.01%
3,350
+120
533
$356K 0.01%
13,618
534
$356K 0.01%
6,688
535
$354K 0.01%
3,932
+647
536
$353K 0.01%
7,023
+111
537
$353K 0.01%
3,591
-128
538
$351K 0.01%
+5,276
539
$349K 0.01%
13,550
540
$344K 0.01%
+6,263
541
$341K 0.01%
9,105
542
$341K 0.01%
1,690
+66
543
$340K 0.01%
3,234
+169
544
$340K 0.01%
12,986
-1,238
545
$336K 0.01%
6,653
-417
546
$335K 0.01%
25,392
-17,217
547
$333K 0.01%
1,667
-50
548
$332K 0.01%
+11,237
549
$330K 0.01%
3,309
+555
550
$330K 0.01%
+14,840
20 21
22
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