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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$287K 0.01%
4,903
-58
577
$283K 0.01%
2,057
-493
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$283K 0.01%
1,085
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$282K 0.01%
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$282K 0.01%
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$281K 0.01%
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582
$278K 0.01%
12,093
+1,658
583
$275K 0.01%
448
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584
$273K 0.01%
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-1,892
585
$271K 0.01%
5,760
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586
$271K 0.01%
2,980
587
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3,921
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588
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-1,901
589
$268K 0.01%
4,818
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590
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$268K 0.01%
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592
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593
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594
$262K 0.01%
30,028
-41,671
595
$261K 0.01%
2,115
596
$261K 0.01%
6,690
-138,205
597
$259K 0.01%
+7,701
598
$257K 0.01%
+657
599
$256K 0.01%
9,479
-1,834
600
$256K 0.01%
23,100
+2,250
22 23
24
25 26