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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$471K 0.01%
16,733
+806
577
$470K 0.01%
8,168
-30
578
$469K 0.01%
14,931
-1,976
579
$468K 0.01%
+6,303
580
$466K 0.01%
+15,485
581
$465K 0.01%
1,552
-17,335
582
$465K 0.01%
8,460
+550
583
$460K 0.01%
9,172
-898
584
$450K 0.01%
5,696
+409
585
$447K 0.01%
2,200
586
$446K 0.01%
9,285
587
$444K 0.01%
1,891
+38
588
$444K 0.01%
3,359
589
$442K 0.01%
3,738
+406
590
$442K 0.01%
3,412
-9,788
591
$442K 0.01%
4,840
+101
592
$440K 0.01%
8,400
-2,700
593
$440K 0.01%
20,465
594
$437K 0.01%
+14,941
595
$433K 0.01%
8,282
-154
596
$433K 0.01%
44,856
+1,000
597
$432K 0.01%
+19,109
598
$430K 0.01%
7,870
+450
599
$429K 0.01%
14,155
+4,675
600
$429K 0.01%
11,688
+1,657
22 23
24
25 26