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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$221K 0.01%
+1,890
627
$221K 0.01%
4,888
-248
628
$219K 0.01%
+1,187
629
$216K 0.01%
6,280
-8,460
630
$216K 0.01%
+5,325
631
$214K 0.01%
16,030
+830
632
$214K 0.01%
+2,039
633
$213K 0.01%
8,984
-1,141
634
$213K 0.01%
9,673
-4,634
635
$213K 0.01%
2,044
636
$209K 0.01%
+1,683
637
$208K 0.01%
124,050
+59,200
638
$208K 0.01%
+5,400
639
$208K 0.01%
+1,233
640
$206K 0.01%
+1,318
641
$204K 0.01%
+5,583
642
$204K 0.01%
3,836
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643
$204K 0.01%
+2,123
644
$203K 0.01%
6,236
-900
645
$203K 0.01%
1,301
-9,234
646
$202K 0.01%
8,394
-4,132
647
$201K 0.01%
2,668
-9
648
$198K 0.01%
10,400
+200
649
$196K 0.01%
13,999
-3,633
650
$188K 0.01%
15,937
-333
24 25
26
27 28