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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$230K 0.01%
1,339
-275
602
$230K 0.01%
+3,597
603
$229K 0.01%
1,921
-75
604
$229K 0.01%
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605
$229K 0.01%
33,116
+6,800
606
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+2,639
607
$225K 0.01%
1,068
-6,121
608
$224K 0.01%
30,000
609
$218K 0.01%
4,709
-5
610
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6,750
611
$216K 0.01%
13,760
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612
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613
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6,457
-45
614
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1,290
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615
$210K 0.01%
15,370
-60,014
616
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12,525
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28,700
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619
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620
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621
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2,368
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622
$204K 0.01%
68,340
+8,000
623
$203K 0.01%
3,296
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624
$201K 0.01%
884
-133
625
$177K 0.01%
+11,745
23 24
25
26 27