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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$524K 0.02%
23,000
+5,000
552
$520K 0.02%
1,614
-31
553
$520K 0.02%
3,238
+221
554
$514K 0.02%
2,447
+53
555
$514K 0.02%
4,581
+419
556
$513K 0.02%
9,916
557
$509K 0.02%
13,024
+2,986
558
$508K 0.02%
2,062
+438
559
$504K 0.02%
19,526
+786
560
$501K 0.02%
+15,516
561
$495K 0.02%
+4,011
562
$494K 0.02%
+3,400
563
$492K 0.02%
1,447
+369
564
$489K 0.02%
+9,833
565
$489K 0.02%
5,488
+599
566
$488K 0.02%
13,128
567
$487K 0.02%
2,636
+461
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$484K 0.02%
13,493
-7,869
569
$483K 0.01%
+5,440
570
$482K 0.01%
4,198
+745
571
$482K 0.01%
+10,693
572
$480K 0.01%
+20,452
573
$477K 0.01%
4,789
574
$475K 0.01%
+9,437
575
$473K 0.01%
8,522
+1,172
21 22
23
24 25