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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$251K 0.01%
2,624
-815
627
$249K 0.01%
2,322
-86
628
$248K 0.01%
9,168
629
$246K 0.01%
1,791
630
$246K 0.01%
+4,476
631
$245K 0.01%
2,227
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632
$245K 0.01%
1,447
+122
633
$243K 0.01%
7,368
-454
634
$243K 0.01%
2,894
-498
635
$242K 0.01%
1,962
+20
636
$242K 0.01%
1,908
-2,066
637
$241K 0.01%
+4,652
638
$240K 0.01%
+8,513
639
$239K 0.01%
2,179
-1,038
640
$238K 0.01%
5,853
-1,463
641
$238K 0.01%
1,983
+120
642
$235K 0.01%
28,800
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643
$235K 0.01%
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644
$235K 0.01%
7,992
-13
645
$234K 0.01%
+3,707
646
$234K 0.01%
9,500
647
$233K 0.01%
6,968
648
$228K 0.01%
9,335
-34
649
$228K 0.01%
2,379
-22,281
650
$228K 0.01%
+3,161
24 25
26
27 28