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

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

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
+181
653
$361K 0.01%
15,188
-1,400
654
$359K 0.01%
16,384
-4,081
655
$358K 0.01%
10,028
+1,023
656
$357K 0.01%
7,028
+1
657
$357K 0.01%
16,015
+15
658
$356K 0.01%
9,630
+221
659
$354K 0.01%
3,260
-476
660
$352K 0.01%
13,550
661
$352K 0.01%
2,042
+428
662
$351K 0.01%
50,000
663
$350K 0.01%
3,421
+86
664
$349K 0.01%
13,042
-298
665
$349K 0.01%
5,996
+1,483
666
$344K 0.01%
3,423
-6,496
667
$343K 0.01%
2,523
+504
668
$343K 0.01%
67,311
+52,311
669
$343K 0.01%
+2,337
670
$341K 0.01%
2,610
-802
671
$339K 0.01%
+9,705
672
$338K 0.01%
1,268
-300
673
$336K 0.01%
5,663
-63
674
$336K 0.01%
29,348
-430
675
$336K 0.01%
1,823
25 26
27
28 29