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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$407K 0.01%
3,488
-710
627
$404K 0.01%
26,802
628
$403K 0.01%
7,870
629
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630
$393K 0.01%
8,285
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$392K 0.01%
5,753
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$392K 0.01%
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$392K 0.01%
16,520
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634
$392K 0.01%
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635
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6,235
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636
$386K 0.01%
4,045
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637
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638
$385K 0.01%
3,000
639
$385K 0.01%
+3,461
640
$385K 0.01%
4,292
641
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642
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$377K 0.01%
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645
$374K 0.01%
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647
$367K 0.01%
13,825
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648
$367K 0.01%
13,618
649
$366K 0.01%
+14,736
650
$366K 0.01%
16,990
+3,009
24 25
26
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