We are live on ! Find out more
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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.99M
3
+$4.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.69M
5
AAPL icon
Apple
AAPL
+$4.54M

Top Sells

1
+$26.7M
2
+$8.41M
3
+$4.26M
4
D icon
Dominion Energy
D
+$3.52M
5
UBER icon
Uber
UBER
+$3.4M

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
– –
-114,677
677
– –
-3,219
678
– –
-12,054
679
– –
-18,780
680
– –
-23,191
681
– –
0
682
– –
-32,000
683
– –
-5,000
684
– –
-10,557
685
– –
-13,112
686
– –
-29,718
687
– –
-11,706
688
– –
-11,304
689
– –
-45,496
690
– –
-56,001
691
– –
-97,849
692
– –
-16,341
693
– –
-35,366
694
– –
-12,073
695
– –
-3,119
696
– –
-2,940
697
– –
-13,334
698
– –
-6,836
699
– –
-5,597
700
– –
-3,967
25 26 27
28
29