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
701
$314K 0.01%
5,816
-1,927
702
$313K 0.01%
1,933
-166
703
$311K 0.01%
936
+7
704
$307K 0.01%
4,230
-36
705
$306K 0.01%
1,367
706
$306K 0.01%
4,339
+874
707
$301K 0.01%
2,679
-770
708
$301K 0.01%
6,227
+247
709
$300K 0.01%
5,831
710
$300K 0.01%
18,631
711
$299K 0.01%
7,100
+1,400
712
$299K 0.01%
11,677
713
$298K 0.01%
1,338
-18,397
714
$297K 0.01%
1,823
+97
715
$296K 0.01%
19,105
-25,470
716
$295K 0.01%
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717
$295K 0.01%
3,660
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718
$295K 0.01%
4,704
-4,495
719
$294K 0.01%
67,311
720
$294K 0.01%
+839
721
$293K 0.01%
+7,024
722
$293K 0.01%
4,810
+11
723
$292K 0.01%
9,918
-49
724
$291K 0.01%
10,157
-1,485
725
$288K 0.01%
19,323
+1,430
27 28
29
30 31