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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$334K 0.01%
+2,858
677
$333K 0.01%
1,653
-177
678
$333K 0.01%
14,420
679
$332K 0.01%
21,769
+9,893
680
$332K 0.01%
+5,980
681
$331K 0.01%
6,486
-517
682
$330K 0.01%
2,079
+586
683
$329K 0.01%
+5,163
684
$328K 0.01%
13,375
+1,237
685
$325K 0.01%
3,696
+1,656
686
$321K 0.01%
2,099
+468
687
$321K 0.01%
3,645
-274
688
$319K 0.01%
3,449
-15,527
689
$319K 0.01%
11,642
+121
690
$319K 0.01%
12,038
+3,890
691
$317K 0.01%
+1,726
692
$315K 0.01%
30,341
693
$311K 0.01%
18,631
694
$310K 0.01%
+8,501
695
$307K 0.01%
+1,210
696
$306K 0.01%
4,000
697
$304K 0.01%
3,884
-325
698
$302K 0.01%
1,152
-5
699
$299K 0.01%
5,831
-100
700
$298K 0.01%
11,677
26 27
28
29 30