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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$249K 0.01%
14,315
-9,850
577
$246K 0.01%
11,754
-2,300
578
$245K 0.01%
2,980
579
$245K 0.01%
+13,550
580
$245K 0.01%
13,728
-46
581
$244K 0.01%
+1,298
582
$244K 0.01%
10,866
-812
583
$242K 0.01%
5,132
584
$240K 0.01%
+15,529
585
$237K 0.01%
+970
586
$237K 0.01%
3,091
+7
587
$237K 0.01%
3,785
-1,653
588
$236K 0.01%
+5,694
589
$236K 0.01%
35,000
590
$233K 0.01%
+13,896
591
$231K 0.01%
+4,691
592
$229K 0.01%
2,104
+2
593
$229K 0.01%
1,450
594
$228K 0.01%
3,510
-450
595
$227K 0.01%
15,800
596
$226K 0.01%
10,453
-786
597
$225K 0.01%
+471
598
$225K 0.01%
7,912
+10
599
$225K 0.01%
+7,865
600
$224K 0.01%
+3,475
22 23
24
25 26