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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.9M 0.43%
263,692
+58,007
52
$10.9M 0.43%
24,950
+461
53
$10.8M 0.43%
112,124
+89,447
54
$10.7M 0.42%
181,275
+11,498
55
$10.5M 0.41%
623,550
-26,232
56
$10.1M 0.4%
70,635
+51,961
57
$10M 0.4%
99,194
+2,226
58
$9.87M 0.39%
85,065
+2,997
59
$9.53M 0.38%
+111,676
60
$9.5M 0.38%
36,581
+10,814
61
$9.47M 0.38%
68,386
+20,035
62
$9.33M 0.37%
180,618
-656
63
$9.27M 0.37%
275,363
-53,136
64
$9.01M 0.36%
179,367
-14,724
65
$8.82M 0.35%
207,190
-24,584
66
$8.66M 0.34%
233,571
+12,443
67
$8.63M 0.34%
78,776
+143
68
$8.5M 0.34%
482,052
+34,951
69
$8.46M 0.34%
71,045
+1,504
70
$8.04M 0.32%
389,592
+233,886
71
$8.03M 0.32%
22,677
-2,887
72
$8.02M 0.32%
23,145
-139
73
$7.78M 0.31%
265,591
-22,707
74
$7.73M 0.31%
303,087
+6,465
75
$7.68M 0.3%
14,595
+3,120
1 2
3
4 5