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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$293K 0.01%
11,677
577
$293K 0.01%
+2,215
578
$290K 0.01%
+10,065
579
$288K 0.01%
4,000
580
$287K 0.01%
5,125
-6,830
581
$285K 0.01%
+3,673
582
$285K 0.01%
4,887
-16
583
$281K 0.01%
12,351
+258
584
$278K 0.01%
2,594
-2,569
585
$277K 0.01%
6,822
586
$277K 0.01%
10,724
+652
587
$276K 0.01%
9,369
+3,089
588
$271K 0.01%
1,094
+9
589
$270K 0.01%
9,836
-2,500
590
$268K 0.01%
1,984
-70
591
$262K 0.01%
6,741
+51
592
$261K 0.01%
3,392
-529
593
$261K 0.01%
2,980
594
$259K 0.01%
8,755
-400
595
$255K 0.01%
1,089
-216
596
$252K 0.01%
+4,209
597
$251K 0.01%
5,392
-368
598
$250K 0.01%
1,942
-97
599
$250K 0.01%
8,888
-2,637
600
$250K 0.01%
2,408
+364
22 23
24
25 26