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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$376K 0.01%
5,162
+1,145
627
$375K 0.01%
15,257
-28,158
628
$375K 0.01%
5,016
+2,348
629
$373K 0.01%
30,789
-8,000
630
$369K 0.01%
+932
631
$369K 0.01%
19,959
+3,445
632
$368K 0.01%
8,490
+1,747
633
$368K 0.01%
3,335
-122
634
$366K 0.01%
+1,262
635
$364K 0.01%
3,000
636
$358K 0.01%
23,800
-108,025
637
$358K 0.01%
3,919
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638
$356K 0.01%
3,033
+854
639
$356K 0.01%
7,003
+2,032
640
$356K 0.01%
13,340
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641
$355K 0.01%
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642
$353K 0.01%
5,372
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643
$353K 0.01%
9,409
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644
$353K 0.01%
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-137
645
$352K 0.01%
50,000
646
$352K 0.01%
13,550
647
$352K 0.01%
9,755
+1,000
648
$350K 0.01%
4,451
+1,327
649
$350K 0.01%
13,419
+3,945
650
$349K 0.01%
16,000
24 25
26
27 28