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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$211K 0.01%
1,538
-145
627
$210K 0.01%
3,315
-465
628
$207K 0.01%
+2,875
629
$207K 0.01%
10,125
+9
630
$206K 0.01%
+7,902
631
$205K 0.01%
+5,136
632
$204K 0.01%
2,677
-2,619
633
$201K 0.01%
+7,818
634
$185K 0.01%
15,200
+430
635
$183K 0.01%
17,816
-13,880
636
$181K 0.01%
10,529
-5,000
637
$179K 0.01%
11,885
-650
638
$178K 0.01%
11,139
+144
639
$175K 0.01%
13,766
-14
640
$175K 0.01%
+10,200
641
$158K 0.01%
10,647
+74
642
$140K 0.01%
20,387
+1,100
643
$126K 0.01%
+44,915
644
$124K ﹤0.01%
20,200
+7,500
645
$121K ﹤0.01%
64,850
-308,925
646
$99.5K ﹤0.01%
62,200
-1,000
647
$95K ﹤0.01%
14,500
648
$93.3K ﹤0.01%
10,000
649
$88.3K ﹤0.01%
11,099
650
$76.9K ﹤0.01%
+12,020
24 25
26
27 28