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

Top Buys

1
+$5.18M
2
+$4.99M
3
+$4.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.69M
5
AAPL icon
Apple
AAPL
+$4.54M

Top Sells

1
+$26.7M
2
+$8.41M
3
+$4.26M
4
D icon
Dominion Energy
D
+$3.52M
5
UBER icon
Uber
UBER
+$3.4M

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%
4,176
-354
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
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658
– –
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659
– –
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660
– –
-7,195
661
– –
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– –
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669
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– –
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675
– –
-23,373
25 26
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