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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$306K 0.01%
1,823
552
$305K 0.01%
+11,565
553
$301K 0.01%
9,151
-1,088
554
$299K 0.01%
11,677
555
$296K 0.01%
12,526
+167
556
$296K 0.01%
+3,285
557
$294K 0.01%
+10,431
558
$294K 0.01%
4,961
+37
559
$292K 0.01%
4,660
-657
560
$292K 0.01%
8,747
-3,340
561
$290K 0.01%
+10,980
562
$289K 0.01%
10,821
-45
563
$289K 0.01%
4,000
564
$285K 0.01%
5,968
565
$284K 0.01%
11,313
566
$282K 0.01%
9,887
-1,520
567
$282K 0.01%
5,100
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568
$282K 0.01%
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569
$282K 0.01%
+4,184
570
$280K 0.01%
682
-1
571
$278K 0.01%
7,400
-200
572
$275K 0.01%
17,632
-1,004
573
$273K 0.01%
+1,767
574
$273K 0.01%
1,087
575
$271K 0.01%
4,690
-411
21 22
23
24 25