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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$15.1M
3
+$14.7M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$14.6M
5
KMI icon
Kinder Morgan
KMI
+$14M

Top Sells

1
+$58.7M
2
+$12.6M
3
+$9.59M
4
LEN icon
Lennar Class A
LEN
+$9M
5
ABBV icon
AbbVie
ABBV
+$8.66M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$365K 0.01%
4,410
-346
652
$361K 0.01%
7,743
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15,188
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657
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660
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661
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2,042
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662
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663
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664
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13,042
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671
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$338K 0.01%
1,268
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$336K 0.01%
5,663
-63
674
$336K 0.01%
29,348
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675
$336K 0.01%
1,823
25 26
27
28 29