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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$267K 0.01%
1,098
-3
577
$267K 0.01%
9,311
-5,546
578
$266K 0.01%
2,925
+407
579
$264K 0.01%
4,272
+675
580
$263K 0.01%
+12,172
581
$263K 0.01%
24,000
+10,040
582
$261K 0.01%
+1,973
583
$260K 0.01%
2,980
584
$260K 0.01%
4,911
+100
585
$257K 0.01%
+2,115
586
$254K 0.01%
+7,470
587
$253K 0.01%
+3,059
588
$252K 0.01%
1,131
589
$251K 0.01%
19,000
590
$248K 0.01%
1,016
-7
591
$248K 0.01%
+2,349
592
$246K 0.01%
9,078
-161
593
$245K 0.01%
3,779
-57
594
$245K 0.01%
4,100
-6,200
595
$243K 0.01%
+10,435
596
$241K 0.01%
3,966
597
$241K 0.01%
16,270
-5
598
$239K 0.01%
+2,704
599
$237K 0.01%
9,686
-6,690
600
$235K 0.01%
+9,299
22 23
24
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