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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$65.3K ﹤0.01%
15,000
652
$47.8K ﹤0.01%
20,000
-10,000
653
$43.9K ﹤0.01%
13,908
-10,706
654
$42.6K ﹤0.01%
12,468
+15
655
$33.6K ﹤0.01%
66,949
656
– –
-3,000
657
– –
-24,207
658
– –
-5,570
659
– –
-14,803
660
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-4,713
661
– –
-66,750
662
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-1,313
663
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-20,298
664
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-7,100
665
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-4,691
666
– –
-7,000
667
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-10,442
668
– –
-14,603
669
– –
-19,250
670
– –
-5,509
671
– –
-14,168
672
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-11,894
673
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-14,000
674
– –
-9,671
675
– –
-5,269
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