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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$49.1K ﹤0.01%
12,527
-1,063
652
$35.7K ﹤0.01%
980
653
$27.9K ﹤0.01%
11,000
654
$12.9K ﹤0.01%
+1,813
655
$8.52K ﹤0.01%
+1,313
656
$7.06K ﹤0.01%
88,225
-5,149
657
– –
-55,240
658
– –
-24,060
659
– –
-3,788
660
– –
-12,073
661
– –
-3,119
662
– –
-2,940
663
– –
-13,334
664
– –
-1,207
665
– –
-6,836
666
– –
-5,597
667
– –
-23,191
668
– –
0
669
– –
-1,242
670
– –
-29,974
671
– –
-32,000
672
– –
-36,595
673
– –
-56,001
674
– –
-97,849
675
– –
-4,125
25 26
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