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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14M 0.43%
83,599
+3,479
52
$13.9M 0.43%
157,053
-13,195
53
$12.8M 0.4%
222,523
-70,954
54
$12.3M 0.38%
519,604
+82,192
55
$12.1M 0.37%
87,347
-455
56
$11.9M 0.37%
113,002
+105,726
57
$11.7M 0.36%
69,957
+43,703
58
$11.5M 0.36%
184,981
+9,492
59
$11.3M 0.35%
310,728
-7,781
60
$11.1M 0.34%
46,095
-2,299
61
$11M 0.34%
30,364
+16,556
62
$11M 0.34%
194,234
+32,170
63
$10.9M 0.34%
396,676
-10,806
64
$10.5M 0.32%
74,784
-64
65
$10.3M 0.32%
302,650
-3,447
66
$9.91M 0.31%
64,517
+649
67
$9.35M 0.29%
184,410
+176,610
68
$9.24M 0.29%
278,268
+15,971
69
$9.02M 0.28%
54,064
+43,089
70
$9.01M 0.28%
17,118
+1,961
71
$9M 0.28%
+68,145
72
$8.89M 0.28%
233,490
+13,080
73
$8.85M 0.27%
95,984
-61,485
74
$8.66M 0.27%
213,906
+507
75
$8.65M 0.27%
32,830
-5,272
1 2
3
4 5