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

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

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%
10,494
+205
631
$37K ﹤0.01%
+10,000
632
$5K ﹤0.01%
101,785
+4,276
633
– –
-9,616
634
– –
-7,068
635
– –
-7,704
636
– –
-10,252
637
– –
-47,064
638
– –
-1,339
639
– –
-27,178
640
– –
-40,935
641
– –
-4,801
642
– –
-1,921
643
– –
-273,533
644
– –
-10,758
645
– –
-7,925
646
– –
-19,027
647
– –
-10,000
648
– –
-15,370
649
– –
-6,929
650
– –
-8,197
24 25
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