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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.06M
3
+$4.19M
4
INTC icon
Intel
INTC
+$4.18M
5
GLD icon
SPDR Gold Trust
GLD
+$3.96M

Top Sells

1
+$95.1M
2
+$11.2M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
GD icon
General Dynamics
GD
+$6.58M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$69K ﹤0.01%
34,000
652
$66K ﹤0.01%
1,076
-274
653
$65K ﹤0.01%
17,859
-27,800
654
$64K ﹤0.01%
42,000
655
$62K ﹤0.01%
+10,000
656
$62K ﹤0.01%
13,312
+300
657
$51K ﹤0.01%
10,289
+167
658
$39K ﹤0.01%
13,334
659
$32K ﹤0.01%
16,000
660
$5K ﹤0.01%
+97,509
661
– –
-8,686
662
– –
-514
663
– –
-35,580
664
– –
0
665
– –
-2,695
666
– –
-5,688
667
– –
-1,855
668
– –
-7,500
669
– –
-177,075
670
– –
-1,547
671
– –
-15,275
672
– –
-49,986
673
– –
-1,650
674
– –
-2,256
675
– –
-5,670
25 26
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