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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$248K 0.01%
+34,117
552
$248K 0.01%
2,704
-1,566
553
$247K 0.01%
13,044
+806
554
$244K 0.01%
1,190
+45
555
$243K 0.01%
1,370
-15
556
$241K 0.01%
1,734
557
$238K 0.01%
1,708
-101
558
$238K 0.01%
1,350
-154
559
$235K 0.01%
13,400
560
$234K 0.01%
2,148
+161
561
$234K 0.01%
30,700
+2,000
562
$233K 0.01%
4,320
-127
563
$229K 0.01%
20,356
+1,000
564
$228K 0.01%
27,100
-3,500
565
$228K 0.01%
2,972
-127,335
566
$227K 0.01%
2,776
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567
$226K 0.01%
34,116
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568
$226K 0.01%
1,823
569
$225K 0.01%
1,754
-136
570
$225K 0.01%
6,744
-769
571
$223K 0.01%
8,774
-2,140
572
$222K 0.01%
260
573
$221K 0.01%
1,293
+3
574
$220K 0.01%
8,558
-270
575
$218K 0.01%
+16,185
21 22
23
24 25