USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$597K 0.02%
9,538
-706
552
$595K 0.02%
8,616
+2,381
553
$594K 0.02%
11,807
554
$593K 0.02%
6,094
+192
555
$590K 0.02%
6,373
+516
556
$588K 0.02%
+37,750
557
$587K 0.02%
10,882
-1,857
558
$586K 0.02%
2,685
+162
559
$585K 0.02%
6,837
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560
$585K 0.02%
6,492
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561
$585K 0.02%
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562
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14,352
-350
563
$566K 0.02%
3,979
-512
564
$564K 0.02%
3,618
-5,029
565
$564K 0.02%
4,169
-727
566
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567
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3,322
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568
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8,137
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569
$549K 0.02%
8,159
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570
$548K 0.02%
2,778
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571
$547K 0.02%
4,667
+58
572
$545K 0.02%
13,324
573
$541K 0.02%
10,777
-375
574
$540K 0.02%
5,624
575
$539K 0.02%
18,035
-4,490
21 22
23
24 25