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
701
$285K 0.01%
2,980
702
$283K 0.01%
28,615
-602
703
$283K 0.01%
18,947
+152
704
$278K 0.01%
19,015
+15
705
$278K 0.01%
1,224
+153
706
$276K 0.01%
4,404
+1,059
707
$275K 0.01%
7,640
-7,019
708
$274K 0.01%
+13,823
709
$272K 0.01%
+9,602
710
$269K 0.01%
11,672
-1,549
711
$268K 0.01%
6,968
712
$267K 0.01%
4,402
-2,430
713
$265K 0.01%
+7,742
714
$264K 0.01%
1,534
+87
715
$261K 0.01%
+131
716
$259K 0.01%
2,801
+177
717
$258K 0.01%
+52
718
$258K 0.01%
23,813
-92,802
719
$254K 0.01%
8,404
+1,036
720
$253K 0.01%
2,692
-1,922
721
$252K 0.01%
2,956
+197
722
$252K 0.01%
9,884
+196
723
$250K 0.01%
+4,799
724
$249K 0.01%
+4,576
725
$249K 0.01%
+4,440
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