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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$596K 0.02%
64,689
+27,978
527
$594K 0.02%
2,343
+1,283
528
$593K 0.02%
+9,874
529
$585K 0.02%
61,860
530
$582K 0.02%
28,889
+2,040
531
$577K 0.02%
7,046
+220
532
$573K 0.02%
4,444
-43
533
$566K 0.02%
12,608
-68,686
534
$566K 0.02%
+10,881
535
$564K 0.02%
+11,843
536
$558K 0.02%
20,384
-2,783
537
$556K 0.02%
+6,600
538
$556K 0.02%
8,138
+138
539
$552K 0.02%
10,754
+3,027
540
$551K 0.02%
10,239
-693
541
$550K 0.02%
42,723
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542
$549K 0.02%
3,396
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543
$548K 0.02%
+21,475
544
$538K 0.02%
7,968
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545
$536K 0.02%
5,933
+2,001
546
$532K 0.02%
9,029
+988
547
$528K 0.02%
5,759
+1,198
548
$526K 0.02%
8,207
-218
549
$525K 0.02%
5,624
550
$524K 0.02%
10,015
+375
20 21
22
23 24