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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$285K 0.01%
2,980
602
$280K 0.01%
9,688
+115
603
$278K 0.01%
+1,934
604
$276K 0.01%
7,921
-1,163
605
$274K 0.01%
+2,335
606
$274K 0.01%
1,708
+4
607
$274K 0.01%
+5,537
608
$273K 0.01%
3,555
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609
$269K 0.01%
2,639
610
$267K 0.01%
16,094
-7,250
611
$266K 0.01%
13,221
-2,351
612
$264K 0.01%
+4,167
613
$264K 0.01%
6,396
614
$261K 0.01%
8,888
615
$260K 0.01%
6,777
+326
616
$259K 0.01%
704
617
$259K 0.01%
+9,871
618
$258K 0.01%
10,604
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619
$258K 0.01%
1,071
-18
620
$255K 0.01%
6,798
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621
$254K 0.01%
9,474
622
$254K 0.01%
4,971
-2,500
623
$253K 0.01%
1,176
+8
624
$253K 0.01%
11,412
625
$251K 0.01%
3,124
23 24
25
26 27