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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$234K 0.01%
2,869
+895
602
$232K 0.01%
9,403
-2,807
603
$229K 0.01%
20,850
+5,000
604
$228K 0.01%
+2,928
605
$227K 0.01%
10,125
-33,734
606
$227K 0.01%
4,444
-7,789
607
$227K 0.01%
+3,630
608
$225K 0.01%
+7,136
609
$224K 0.01%
18,811
+6,043
610
$224K 0.01%
+2,960
611
$221K 0.01%
+11,973
612
$220K 0.01%
+6,396
613
$220K 0.01%
2,815
-538
614
$219K 0.01%
9,500
615
$219K 0.01%
+2,081
616
$218K 0.01%
+437
617
$218K 0.01%
+3,363
618
$215K 0.01%
2,335
-574
619
$215K 0.01%
+2,781
620
$215K 0.01%
+1,584
621
$214K 0.01%
897
-12
622
$214K 0.01%
2,044
-71
623
$213K 0.01%
+2,062
624
$212K 0.01%
+9,247
625
$211K 0.01%
+2,639
23 24
25
26 27