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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$326K 0.01%
4,330
-569
552
$325K 0.01%
728
+21
553
$322K 0.01%
10,901
+591
554
$320K 0.01%
1,823
555
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4,299
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556
$319K 0.01%
3,000
557
$316K 0.01%
3,161
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558
$315K 0.01%
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-794
559
$315K 0.01%
16,388
+4,586
560
$314K 0.01%
3,217
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561
$311K 0.01%
9,084
-100
562
$311K 0.01%
4,604
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563
$308K 0.01%
10,511
-110
564
$307K 0.01%
6,520
565
$306K 0.01%
12,912
-2,328
566
$305K 0.01%
+8,330
567
$305K 0.01%
15,572
-6,510
568
$303K 0.01%
3,439
-2,349
569
$301K 0.01%
1,976
+198
570
$299K 0.01%
8,756
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571
$298K 0.01%
6,408
+1,520
572
$298K 0.01%
3,371
-386
573
$295K 0.01%
4,716
+816
574
$295K 0.01%
+8,000
575
$294K 0.01%
1,466
+279
21 22
23
24 25