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
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$406K 0.01%
13,618
652
$405K 0.01%
5,699
+11
653
$404K 0.01%
8,498
+213
654
$401K 0.01%
4,929
-824
655
$398K 0.01%
2,104
+25
656
$398K 0.01%
9,653
-52
657
$394K 0.01%
1,272
+120
658
$390K 0.01%
2,580
-30
659
$388K 0.01%
+18,686
660
$388K 0.01%
2,112
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661
$387K 0.01%
3,636
-60
662
$386K 0.01%
3,243
-2,350
663
$383K 0.01%
3,298
-123
664
$383K 0.01%
13,828
+3
665
$382K 0.01%
+9,650
666
$381K 0.01%
1,602
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667
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2,008
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668
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14,650
+3,000
669
$369K 0.01%
15,877
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670
$369K 0.01%
19,331
+108
671
$365K 0.01%
1,871
-108
672
$361K 0.01%
16,055
+6,055
673
$359K 0.01%
7,029
+1
674
$359K 0.01%
4,330
-80
675
$358K 0.01%
16,384
25 26
27
28 29