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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.44M 0.45%
54,373
+3,490
52
$9.41M 0.45%
134,806
+8,055
53
$9.3M 0.44%
732,408
+16,711
54
$9.24M 0.44%
230,984
+16,515
55
$8.85M 0.42%
74,301
-41,193
56
$8.64M 0.41%
138,718
-28,726
57
$8.63M 0.41%
259,919
+48,656
58
$8.61M 0.41%
102,298
+58,631
59
$8.18M 0.39%
73,088
+5,143
60
$8.14M 0.39%
239,735
+558
61
$8.13M 0.39%
46,872
+948
62
$7.88M 0.37%
27,473
+197
63
$7.84M 0.37%
77,379
+1,533
64
$7.82M 0.37%
46,227
+2,223
65
$7.68M 0.36%
169,468
-5,138
66
$7.67M 0.36%
78,594
-1,930
67
$7.65M 0.36%
107,799
+6,529
68
$7.55M 0.36%
118,117
+7,269
69
$7.54M 0.36%
298,014
-3,078
70
$7.47M 0.35%
49,930
-3,739
71
$7.38M 0.35%
18,762
-278
72
$7.28M 0.35%
23,449
+1,652
73
$7.24M 0.34%
62,751
-8,268
74
$7.18M 0.34%
238,571
+21,223
75
$7.18M 0.34%
214,678
-68,972
1 2
3
4 5