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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.66M 0.39%
49,494
-8,950
52
$7.61M 0.38%
457,025
-469,654
53
$7.21M 0.36%
117,972
+4,131
54
$7.12M 0.36%
200,629
+8,581
55
$7.09M 0.36%
18,362
-11,508
56
$7.07M 0.36%
640,887
+14,541
57
$7.04M 0.36%
26,325
-4,144
58
$7.02M 0.36%
90,027
-49,934
59
$6.95M 0.35%
160,806
-2,103
60
$6.94M 0.35%
80,259
+128
61
$6.92M 0.35%
25,071
-777
62
$6.91M 0.35%
45,107
+3,075
63
$6.86M 0.35%
111,151
-645
64
$6.78M 0.34%
39,927
+1,545
65
$6.73M 0.34%
119,729
+2,701
66
$6.55M 0.33%
58,370
+1,685
67
$6.53M 0.33%
154,148
+30,317
68
$6.44M 0.33%
135,535
-30,666
69
$6.39M 0.32%
42,793
-2,070
70
$6.33M 0.32%
73,989
+2,038
71
$6.28M 0.32%
104,404
+5,500
72
$6.27M 0.32%
204,615
-600
73
$6.21M 0.31%
89,778
-7,659
74
$6.15M 0.31%
208,978
+22,256
75
$6.05M 0.31%
190,980
-6,328
1 2
3
4 5