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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$225K 0.01%
19,000
627
$222K 0.01%
9,500
628
$221K 0.01%
+704
629
$219K 0.01%
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630
$213K 0.01%
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631
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-200
632
$208K 0.01%
4,297
-8,348
633
$207K 0.01%
9,253
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634
$205K 0.01%
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635
$205K 0.01%
1,791
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636
$205K 0.01%
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637
$205K 0.01%
21,440
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638
$204K 0.01%
6,236
639
$203K 0.01%
+1,863
640
$201K 0.01%
1,325
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641
$179K 0.01%
11,440
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16,628
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645
$167K 0.01%
15,282
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646
$161K 0.01%
+11,000
647
$160K 0.01%
+15,500
648
$153K 0.01%
19,064
+3,100
649
$147K 0.01%
12,000
-7,060
650
$133K 0.01%
16,600
-3,787
24 25
26
27 28