USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$538K 0.02%
60,860
577
$536K 0.02%
9,996
+729
578
$530K 0.02%
10,631
-1,307
579
$524K 0.02%
9,278
+361
580
$523K 0.02%
3,808
-683
581
$523K 0.02%
9,916
582
$523K 0.02%
23,241
+2,678
583
$520K 0.02%
+10,020
584
$519K 0.02%
15,046
-286
585
$518K 0.02%
46,624
+10,000
586
$518K 0.02%
13,706
+100
587
$513K 0.02%
2,005
+137
588
$512K 0.02%
17,243
+5,205
589
$512K 0.01%
+9,139
590
$510K 0.01%
12,750
-6,072
591
$502K 0.01%
19,540
+3,862
592
$501K 0.01%
20,465
+84
593
$500K 0.01%
+10,096
594
$500K 0.01%
2,578
-31,553
595
$498K 0.01%
40,689
596
$498K 0.01%
5,304
-121
597
$495K 0.01%
12,457
+2,827
598
$495K 0.01%
3,009
-20
599
$490K 0.01%
7,989
+450
600
$488K 0.01%
+3,406
22 23
24
25 26