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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-23,373
677
– –
-16,341
678
– –
-7,328
679
– –
-26,233
680
– –
-7,195
681
– –
-23,650
682
– –
-1,893
683
– –
-35,366
684
– –
-10,090
685
– –
-19,700
686
– –
-5,000
687
– –
-10,557
688
– –
-13,112
689
– –
-29,718
690
– –
-11,706
691
– –
-11,304
692
– –
-45,496
693
– –
-3,967
694
– –
-29,800
695
– –
-12,800
696
– –
-100,000
697
– –
-114,677
698
– –
-3,219
699
– –
-6,278
700
– –
-7,265
25 26 27
28
29