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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$6.06M
3
+$4.19M
4
INTC icon
Intel
INTC
+$4.18M
5
GLD icon
SPDR Gold Trust
GLD
+$3.96M

Top Sells

1
+$95.1M
2
+$11.2M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
GD icon
General Dynamics
GD
+$6.58M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-42,433
677
– –
-7,600
678
– –
-2,410
679
– –
-36,237
680
– –
-2,957
681
– –
-43,317
682
– –
-91,592
683
– –
-514
684
– –
-3,302
685
– –
-2,677
686
– –
-3,000
687
– –
-51,475
688
– –
-8,057
689
– –
-114,434
690
– –
-140
691
– –
-10,500
692
– –
-14,616
693
– –
-4,154
694
– –
-38,724
695
– –
-3,182
696
– –
-20,542
697
– –
-9,978
698
– –
-27,915
699
– –
-2,400
700
– –
-35,580
26 27
28
29 30