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
701
$294K 0.01%
+4,911
702
$294K 0.01%
4,878
-189
703
$293K 0.01%
6,750
704
$293K 0.01%
+17,373
705
$290K 0.01%
+4,014
706
$290K 0.01%
+9,835
707
$288K 0.01%
8,005
-1,750
708
$287K 0.01%
19,281
+334
709
$286K 0.01%
4,461
-3
710
$285K 0.01%
6,822
711
$284K 0.01%
+10,000
712
$283K 0.01%
10,970
-500
713
$282K 0.01%
28,300
-14,940
714
$281K 0.01%
1,367
715
$281K 0.01%
9,967
+125
716
$279K 0.01%
+11,650
717
$279K 0.01%
17,893
+4,220
718
$278K 0.01%
13,763
-60
719
$276K 0.01%
1,392
-79
720
$276K 0.01%
8,333
+1,365
721
$275K 0.01%
2,288
-609
722
$274K 0.01%
2,980
723
$271K 0.01%
4,266
-136
724
$271K 0.01%
+20,650
725
$268K 0.01%
+9,450
27 28
29
30 31