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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$279K 0.01%
+3,050
552
$279K 0.01%
2,576
-1,383
553
$276K 0.01%
+1,650
554
$275K 0.01%
18,857
-3,650
555
$274K 0.01%
3,161
-192
556
$273K 0.01%
26,457
-193
557
$273K 0.01%
13,497
+275
558
$272K 0.01%
1,470
-575
559
$270K 0.01%
9,500
+200
560
$268K 0.01%
4,023
+1
561
$267K 0.01%
476
+13
562
$266K 0.01%
3,576
-4,811
563
$265K 0.01%
3,516
-1,093
564
$264K 0.01%
575
-31
565
$263K 0.01%
3,113
-3,225
566
$262K 0.01%
+6,960
567
$262K 0.01%
+1,141
568
$261K 0.01%
7,339
+369
569
$258K 0.01%
677
-34
570
$256K 0.01%
12,144
571
$255K 0.01%
7,013
-1,085
572
$254K 0.01%
+12,000
573
$252K 0.01%
4,130
574
$251K 0.01%
2,981
575
$251K 0.01%
+3,792
21 22
23
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