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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$176K 0.01%
14,644
-450
627
$176K 0.01%
+15,150
628
$173K 0.01%
10,758
629
$170K 0.01%
12,516
+43
630
$168K 0.01%
28,050
631
$157K 0.01%
30,227
632
$153K 0.01%
10,500
633
$152K 0.01%
20,300
-1,145
634
$138K 0.01%
+10,000
635
$121K 0.01%
11,099
636
$119K 0.01%
114,055
637
$116K 0.01%
19,287
638
$114K 0.01%
18,780
+6,780
639
$113K 0.01%
24,405
-775
640
$109K ﹤0.01%
+10,120
641
$107K ﹤0.01%
67,500
642
$105K ﹤0.01%
15,000
643
$100K ﹤0.01%
14,180
644
$98K ﹤0.01%
+10,000
645
$92K ﹤0.01%
11,500
-50
646
$91K ﹤0.01%
20,790
+100
647
$87K ﹤0.01%
10,252
648
$77K ﹤0.01%
10,226
649
$76K ﹤0.01%
12,500
650
$71K ﹤0.01%
+11,232
24 25
26
27 28