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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.7M 0.45%
664,668
+41,118
52
$11.2M 0.43%
183,375
+2,100
53
$10.8M 0.42%
69,901
+1,515
54
$10.7M 0.41%
22,019
-658
55
$10.4M 0.4%
36,905
+324
56
$10.1M 0.39%
214,504
+7,314
57
$9.89M 0.38%
230,614
-2,957
58
$9.62M 0.37%
78,038
-738
59
$9.43M 0.36%
97,493
-1,701
60
$9.39M 0.36%
262,053
-1,639
61
$9.29M 0.36%
127,061
+30,753
62
$9.19M 0.35%
61,500
63
$9.15M 0.35%
61,498
+14,383
64
$9.04M 0.35%
73,639
+2,594
65
$8.97M 0.35%
94,789
-17,335
66
$8.93M 0.34%
292,872
+27,281
67
$8.68M 0.33%
149,326
+15,108
68
$8.42M 0.32%
21,939
-1,206
69
$8.37M 0.32%
166,771
+10,347
70
$8.35M 0.32%
220,143
-55,220
71
$8.24M 0.32%
366,933
-22,659
72
$8.14M 0.31%
16,911
-983
73
$7.97M 0.31%
434,779
-47,273
74
$7.96M 0.31%
251,867
+30,673
75
$7.82M 0.3%
219,723
+8,546
1 2
3
4 5