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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$537K 0.02%
5,724
-35
577
$531K 0.02%
5,857
+369
578
$529K 0.02%
29,931
579
$519K 0.02%
9,916
580
$518K 0.02%
6,460
+764
581
$516K 0.02%
25,162
+6,053
582
$512K 0.02%
13,324
+300
583
$508K 0.02%
5,425
-15
584
$507K 0.02%
17,300
+6,400
585
$506K 0.02%
8,311
+173
586
$504K 0.02%
+16,350
587
$503K 0.02%
10,615
+600
588
$502K 0.02%
2,400
-47
589
$501K 0.02%
3,115
+1,775
590
$500K 0.02%
8,917
-1,322
591
$490K 0.02%
9,285
592
$489K 0.02%
8,069
-138
593
$488K 0.01%
7,539
+2,963
594
$487K 0.01%
13,606
+113
595
$486K 0.01%
3,029
-367
596
$485K 0.01%
2,380
+180
597
$484K 0.01%
+14,493
598
$478K 0.01%
2,776
+39
599
$476K 0.01%
15,332
-5,052
600
$475K 0.01%
+385
22 23
24
25 26