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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$306K 0.01%
10,452
+386
677
$306K 0.01%
4,627
+65
678
$306K 0.01%
429
-1,746
679
$305K 0.01%
+1,347
680
$303K 0.01%
9,842
-449
681
$302K 0.01%
5,931
+1,279
682
$302K 0.01%
+4,464
683
$300K 0.01%
18,631
-1,500
684
$299K 0.01%
12,138
-8,302
685
$299K 0.01%
10,143
-1,250
686
$296K 0.01%
+3,962
687
$296K 0.01%
5,067
688
$295K 0.01%
4,768
+236
689
$295K 0.01%
1,367
690
$294K 0.01%
11,470
691
$294K 0.01%
6,326
+281
692
$293K 0.01%
6,750
693
$293K 0.01%
+5,105
694
$293K 0.01%
6,822
695
$293K 0.01%
21,994
+5,555
696
$292K 0.01%
11,677
697
$291K 0.01%
+1,652
698
$291K 0.01%
2,019
+36
699
$290K 0.01%
2,106
+315
700
$285K 0.01%
6,550
+200
26 27
28
29 30