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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$641K 0.02%
11,640
+3,118
527
$641K 0.02%
3,372
+90
528
$640K 0.02%
13,669
-21,512
529
$636K 0.02%
44,575
+75
530
$635K 0.02%
15,808
-7,811
531
$635K 0.02%
2,399
+56
532
$632K 0.02%
8,778
+177
533
$631K 0.02%
+26,998
534
$631K 0.02%
+35,079
535
$627K 0.02%
50,498
+7,775
536
$620K 0.02%
19,001
-1,922
537
$617K 0.02%
14,970
538
$616K 0.02%
9,054
+2
539
$611K 0.02%
14,375
+2,532
540
$609K 0.02%
8,773
+1,843
541
$606K 0.02%
+6,624
542
$602K 0.02%
11,938
-263
543
$597K 0.02%
4,896
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544
$594K 0.02%
11,152
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545
$593K 0.02%
1,919
-22
546
$592K 0.02%
3,470
-4,483
547
$592K 0.02%
6,195
+1,380
548
$590K 0.02%
6,792
+1,630
549
$588K 0.02%
2,286
+18
550
$585K 0.02%
4,491
-322
20 21
22
23 24