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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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$7.57M
3
+$4.81M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.13M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.39M

Top Sells

1
+$35.6M
2
+$12.2M
3
+$9.71M
4
DOW icon
Dow Inc
DOW
+$8.67M
5
KMI icon
Kinder Morgan
KMI
+$8.35M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$55K ﹤0.01%
42,000
627
$55K ﹤0.01%
15,000
-1,000
628
$54K ﹤0.01%
30,000
-4,000
629
$47K ﹤0.01%
13,334
630
$40K ﹤0.01%
3,498
+68
631
$37K ﹤0.01%
+10,000
632
$5K ﹤0.01%
101,785
+4,276
633
– –
-1,339
634
– –
-6,929
635
– –
-8,197
636
– –
0
637
– –
-27,877
638
– –
-12,195
639
– –
-15,150
640
– –
-9,616
641
– –
-3,682
642
– –
-77,780
643
– –
-2,400
644
– –
-3,681
645
– –
-40,000
646
– –
-10,120
647
– –
-71,618
648
– –
-1,076
649
– –
-1,650
650
– –
-3,566
24 25
26
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