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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$356K 0.01%
11,100
552
$355K 0.01%
10,031
-693
553
$351K 0.01%
15,173
+333
554
$350K 0.01%
+10,600
555
$350K 0.01%
7,685
-1,946
556
$348K 0.01%
1,823
557
$346K 0.01%
3,062
+468
558
$343K 0.01%
+1,668
559
$341K 0.01%
6,956
+548
560
$340K 0.01%
16,514
+126
561
$337K 0.01%
5,848
+1,132
562
$336K 0.01%
9,346
-1,848
563
$334K 0.01%
12,974
+62
564
$332K 0.01%
11,393
+2,547
565
$332K 0.01%
4,614
+405
566
$331K 0.01%
4,562
-42
567
$331K 0.01%
13,899
+1,548
568
$331K 0.01%
6,350
-303
569
$331K 0.01%
2,081
-134
570
$325K 0.01%
+4,024
571
$324K 0.01%
8,755
572
$321K 0.01%
28,303
+13,021
573
$317K 0.01%
10,291
+226
574
$315K 0.01%
1,844
-614
575
$315K 0.01%
8,706
-50
21 22
23
24 25