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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$349K 0.01%
+275
652
$346K 0.01%
+1,568
653
$342K 0.01%
11,521
+1,835
654
$342K 0.01%
1,157
+63
655
$339K 0.01%
13,995
+4,495
656
$338K 0.01%
2,897
-485
657
$336K 0.01%
1,823
658
$333K 0.01%
3,723
+829
659
$332K 0.01%
5,726
+836
660
$331K 0.01%
1,471
+295
661
$331K 0.01%
9,005
-341
662
$328K 0.01%
14,782
-391
663
$328K 0.01%
14,420
+521
664
$325K 0.01%
4,209
-11,902
665
$323K 0.01%
4,933
+1,008
666
$322K 0.01%
29,778
+1,475
667
$319K 0.01%
714
+10
668
$319K 0.01%
11,099
669
$319K 0.01%
30,341
-18,000
670
$317K 0.01%
13,981
+2,569
671
$317K 0.01%
+3,552
672
$316K 0.01%
+14,593
673
$315K 0.01%
10,900
+300
674
$312K 0.01%
4,000
675
$311K 0.01%
+1,493
25 26
27
28 29