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
701
– –
-10,685
702
– –
-12,054
703
– –
-15,000
704
– –
-67,214
705
– –
-35,000
706
– –
-18,780
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