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
– –
-14,803
657
– –
-11,894
658
– –
-14,000
659
– –
-9,671
660
– –
-5,269
661
– –
-3,725
662
– –
-11,254
663
– –
-4,161
664
– –
-4,908
665
– –
-18,345
666
– –
-63,250
667
– –
-10,000
668
– –
-1,384
669
– –
-5,026
670
– –
-4,713
671
– –
-66,750
672
– –
-1,313
673
– –
-20,298
674
– –
-7,100
675
– –
-4,691
25 26
27
28 29