USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$488K 0.01%
19,275
-4,418
602
$486K 0.01%
4,529
+326
603
$486K 0.01%
6,287
+925
604
$486K 0.01%
4,211
+166
605
$482K 0.01%
+22,500
606
$479K 0.01%
4,664
-12,492
607
$479K 0.01%
1,394
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608
$470K 0.01%
2,928
-32,732
609
$470K 0.01%
13,630
610
$469K 0.01%
33,680
-10,108
611
$468K 0.01%
1,736
-3,457
612
$467K 0.01%
385
613
$466K 0.01%
11,538
-13,195
614
$457K 0.01%
22,406
-3,574
615
$456K 0.01%
15,212
-148
616
$455K 0.01%
11,946
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617
$454K 0.01%
4,998
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618
$452K 0.01%
9,285
619
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5,424
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620
$446K 0.01%
21,362
-27,991
621
$443K 0.01%
1,824
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622
$442K 0.01%
1,574
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623
$441K 0.01%
2,549
+212
624
$441K 0.01%
9,281
-16,874
625
$437K 0.01%
6,668
+1,296
23 24
25
26 27