USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$686K 0.02%
36,157
-4,003
527
$683K 0.02%
+1,245
528
$677K 0.02%
1,547
-17,744
529
$674K 0.02%
24,105
530
$665K 0.02%
35,070
-9
531
$659K 0.02%
20,227
+1,226
532
$659K 0.02%
3,126
+11
533
$657K 0.02%
40,361
+13,436
534
$656K 0.02%
2,096
-17,508
535
$654K 0.02%
6,624
536
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21,191
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537
$647K 0.02%
2,267
-19
538
$643K 0.02%
20,962
+7,514
539
$643K 0.02%
15,205
+235
540
$638K 0.02%
27,223
-2,250
541
$634K 0.02%
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542
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18,666
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543
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1,836
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6,690
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545
$610K 0.02%
9,662
-1,978
546
$609K 0.02%
6,052
-2,477
547
$609K 0.02%
29,714
+4,552
548
$605K 0.02%
13,807
-2,001
549
$602K 0.02%
8,221
-102,938
550
$600K 0.02%
11,006
+160
20 21
22
23 24