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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$166K 0.01%
10,094
-2,100
602
$164K 0.01%
68,600
+260
603
$150K 0.01%
13,353
+837
604
$144K 0.01%
20,300
605
$141K 0.01%
+11,291
606
$141K 0.01%
74,106
+6,606
607
$140K 0.01%
+10,600
608
$128K 0.01%
10,031
-10,500
609
$127K 0.01%
18,780
610
$122K 0.01%
30,227
611
$119K 0.01%
27,805
+3,400
612
$119K 0.01%
+11,772
613
$118K 0.01%
19,287
614
$106K 0.01%
11,500
615
$105K 0.01%
14,180
616
$104K 0.01%
11,099
617
$103K 0.01%
114,055
618
$99K 0.01%
10,007
-36,500
619
$75K ﹤0.01%
10,000
620
$69K ﹤0.01%
12,500
621
$67K ﹤0.01%
20,690
-100
622
$63K ﹤0.01%
16,559
-1,300
623
$62K ﹤0.01%
15,000
624
$59K ﹤0.01%
13,012
-300
625
$58K ﹤0.01%
+11,000
23 24
25
26 27