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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$405K 0.01%
+16,000
527
$402K 0.01%
23,710
-96,575
528
$401K 0.01%
3,546
+237
529
$397K 0.01%
3,453
+1,237
530
$397K 0.01%
+7,800
531
$395K 0.01%
6,645
-43
532
$395K 0.01%
1,455
+676
533
$387K 0.01%
10,038
+933
534
$386K 0.01%
7,727
+124
535
$384K 0.01%
36,711
+15,271
536
$380K 0.01%
50,000
537
$380K 0.01%
2,175
-531
538
$376K 0.01%
13,618
539
$376K 0.01%
3,457
-111
540
$373K 0.01%
3,000
541
$372K 0.01%
1,624
-66
542
$369K 0.01%
3,676
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543
$368K 0.01%
3,332
-259
544
$360K 0.01%
7,025
+2
545
$360K 0.01%
18,795
+8,220
546
$359K 0.01%
3,932
547
$359K 0.01%
20,131
-9,350
548
$357K 0.01%
1,553
-412
549
$357K 0.01%
13,062
+76
550
$356K 0.01%
13,550
20 21
22
23 24