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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$249K 0.01%
3,759
-222
602
$248K 0.01%
8,005
-4,040
603
$246K 0.01%
+2,942
604
$246K 0.01%
7,822
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605
$245K 0.01%
373
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606
$245K 0.01%
8,846
-232
607
$244K 0.01%
3,662
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608
$242K 0.01%
6,451
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609
$241K 0.01%
3,124
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610
$241K 0.01%
6,866
+158
611
$241K 0.01%
3,420
+360
612
$239K 0.01%
9,573
-23,690
613
$239K 0.01%
11,412
-28,371
614
$239K 0.01%
3,597
615
$237K 0.01%
6,396
616
$237K 0.01%
4,323
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617
$236K 0.01%
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618
$234K 0.01%
432
-16
619
$234K 0.01%
9,474
-1,059
620
$233K 0.01%
1,704
-353
621
$233K 0.01%
9,168
-518
622
$233K 0.01%
779
+122
623
$232K 0.01%
2,639
624
$231K 0.01%
8,475
-1,004
625
$228K 0.01%
+2,216
23 24
25
26 27