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
$2.84B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$14.4M
3
+$14.1M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.18M

Top Sells

1
+$8.07M
2
+$6.92M
3
+$5.29M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$4.76M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.71M

Sector Composition

1 Energy 17.74%
2 Technology 10.98%
3 Financials 5.82%
4 Healthcare 5.69%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$227K 0.01%
+4,646
652
$226K 0.01%
+6,703
653
$226K 0.01%
2,759
-1,000
654
$222K 0.01%
+3,076
655
$221K 0.01%
+5,845
656
$220K 0.01%
+1,042
657
$220K 0.01%
8,475
658
$217K 0.01%
+2,156
659
$212K 0.01%
393
-39
660
$211K 0.01%
+1,452
661
$211K 0.01%
+1,340
662
$210K 0.01%
+5,094
663
$209K 0.01%
+2,668
664
$208K 0.01%
19,000
665
$206K 0.01%
+2,604
666
$205K 0.01%
4,277
-20
667
$204K 0.01%
11,000
668
$203K 0.01%
+3,345
669
$202K 0.01%
+1,266
670
$202K 0.01%
+2,785
671
$201K 0.01%
3,156
-23,909
672
$201K 0.01%
+3,807
673
$189K 0.01%
12,005
674
$184K 0.01%
+16,439
675
$180K 0.01%
14,251
25 26
27
28 29