USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.42B
This Quarter Return
-0.17%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
10 Year Return
AUM
$3.26B
AUM Growth
+$33.7M
Cap. Flow
+$76.4M
Cap. Flow %
2.34%
Top 10 Hldgs %
21.64%
Holding
902
New
100
Increased
378
Reduced
301
Closed
71

Sector Composition

1Energy18.03%
2Technology11.44%
3Financials8.93%
4Industrials6.48%
5Consumer Discretionary4.23%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$294K0.01%
+4,911
New
+$294K
$294K0.01% 4,878
-189
-4%
-$11.4K
$293K0.01% 6,750
$293K0.01%
+17,373
New
+$293K
$290K0.01%
+4,014
New
+$290K
$290K0.01%
+9,835
New
+$290K
$288K0.01% 8,005
-1,750
-18%
-$62.9K
$287K0.01% 19,281
+334
+2%
+$4.97K
$286K0.01% 4,461
-3
-0.1%
-$192
$285K0.01% 6,822
$284K0.01%
+10,000
New
+$284K
$283K0.01% 10,970
-500
-4%
-$12.9K
$282K0.01% 28,300
-14,940
-35%
-$149K
$281K0.01% 1,367
$281K0.01% 9,967
+125
+1%
+$3.52K
$279K0.01%
+11,650
New
+$279K
$279K0.01% 17,893
+4,220
+31%
+$65.7K
$278K0.01% 13,763
-60
-0.4%
-$1.21K
$276K0.01% 1,392
-79
-5%
-$15.6K
$276K0.01% 8,333
+1,365
+20%
+$45.2K
$275K0.01% 2,288
-609
-21%
-$73.3K
$274K0.01% 2,980
$271K0.01% 4,266
-136
-3%
-$8.64K
$271K0.01%
+20,650
New
+$271K
$268K0.01%
+9,450
New
+$268K