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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$224K 0.01%
+905
602
$224K 0.01%
3,966
+30
603
$224K 0.01%
+7,058
604
$223K 0.01%
+2,230
605
$223K 0.01%
+1,404
606
$221K 0.01%
4,100
607
$221K 0.01%
9,671
608
$220K 0.01%
1,076
+37
609
$219K 0.01%
9,629
610
$219K 0.01%
474
-118
611
$216K 0.01%
6,289
-2,500
612
$216K 0.01%
2,639
613
$215K 0.01%
3,597
614
$214K 0.01%
+4,690
615
$212K 0.01%
+936
616
$211K 0.01%
+7,060
617
$210K 0.01%
2,044
-1,362
618
$210K 0.01%
+3,300
619
$209K 0.01%
+9,500
620
$208K 0.01%
13,097
-179
621
$208K 0.01%
+1,131
622
$205K 0.01%
436
-35
623
$204K 0.01%
+2,189
624
$204K 0.01%
+2,290
625
$203K 0.01%
+1,469
23 24
25
26 27