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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$427K 0.01%
14,450
-622
602
$424K 0.01%
8,944
603
$422K 0.01%
36,624
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604
$419K 0.01%
5,218
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$415K 0.01%
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606
$414K 0.01%
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607
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5,613
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608
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609
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804
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3,736
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611
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612
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613
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$394K 0.01%
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615
$390K 0.01%
5,697
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616
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620
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621
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43,240
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622
$381K 0.01%
4,815
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623
$379K 0.01%
2,019
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624
$377K 0.01%
4,292
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625
$376K 0.01%
7,562
+606
23 24
25
26 27