USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$435K 0.01%
13,319
+69
627
$433K 0.01%
3,058
-430
628
$433K 0.01%
3,600
+600
629
$432K 0.01%
8,707
+208
630
$430K 0.01%
+14,757
631
$428K 0.01%
7,870
632
$428K 0.01%
41,263
-62,896
633
$427K 0.01%
7,598
-7,430
634
$425K 0.01%
3,874
+614
635
$422K 0.01%
8,480
-21,975
636
$421K 0.01%
8,171
-140
637
$420K 0.01%
5,428
-8
638
$419K 0.01%
26,802
639
$418K 0.01%
16,059
+1,247
640
$415K 0.01%
8,317
-16
641
$414K 0.01%
9,248
-44
642
$414K 0.01%
1,893
-1,479
643
$411K 0.01%
14,314
+603
644
$409K 0.01%
+2,471
645
$408K 0.01%
19,507
-8,542
646
$408K 0.01%
10,512
-1,142
647
$408K 0.01%
4,485
+193
648
$408K 0.01%
16,495
-25
649
$408K 0.01%
8,535
+34
650
$408K 0.01%
3,485
+24
24 25
26
27 28