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
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$355K 0.01%
35,341
+5,000
677
$354K 0.01%
13,042
678
$353K 0.01%
13,550
679
$350K 0.01%
6,006
-13,507
680
$349K 0.01%
14,736
681
$349K 0.01%
14,888
-300
682
$349K 0.01%
7,750
+1,000
683
$349K 0.01%
4,432
+548
684
$349K 0.01%
+2,000
685
$348K 0.01%
9,328
-700
686
$347K 0.01%
12,281
+25
687
$344K 0.01%
1,823
688
$341K 0.01%
5,702
+39
689
$338K 0.01%
14,307
690
$334K 0.01%
2,805
-6,517
691
$333K 0.01%
12,411
+2,527
692
$331K 0.01%
29,362
+14
693
$331K 0.01%
13,891
-3,099
694
$331K 0.01%
6,486
695
$331K 0.01%
4,000
696
$329K 0.01%
50,000
697
$324K 0.01%
5,163
698
$323K 0.01%
+2,332
699
$321K 0.01%
211
+22
700
$316K 0.01%
1,076
-183
26 27
28
29 30