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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$200K 0.01%
+3,498
627
$198K 0.01%
19,000
-19,000
628
$191K 0.01%
53,465
-20,295
629
$190K 0.01%
17,362
+3,600
630
$184K 0.01%
14,770
631
$182K 0.01%
18,263
-29,571
632
$170K 0.01%
11,504
+70
633
$162K 0.01%
14,000
-10,000
634
$149K 0.01%
13,780
-1,141
635
$148K 0.01%
12,768
-1,500
636
$136K 0.01%
774
-326
637
$133K 0.01%
19,287
638
$130K 0.01%
74,106
639
$112K 0.01%
16,500
640
$101K ﹤0.01%
10,000
-65
641
$93.6K ﹤0.01%
+35,200
642
$92.5K ﹤0.01%
11,099
643
$85K ﹤0.01%
14,500
644
$74.9K ﹤0.01%
2,525
645
$71.8K ﹤0.01%
12,700
646
$66K ﹤0.01%
30,000
647
$60.8K ﹤0.01%
43,100
648
$60.4K ﹤0.01%
114,055
649
$57.5K ﹤0.01%
15,000
650
$51.8K ﹤0.01%
12,450
-2,744
24 25
26
27 28