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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.45%
15,419
-2,981
52
$14.1M 0.43%
196,457
+11,476
53
$14.1M 0.43%
+82,359
54
$13.8M 0.42%
107,606
-16,983
55
$13.6M 0.42%
97,246
+72,093
56
$13.3M 0.41%
273,303
+132,581
57
$13.1M 0.4%
143,365
-13,688
58
$12.8M 0.39%
24,879
-4,475
59
$12.7M 0.39%
96,165
+2,476
60
$12.5M 0.38%
301,614
-9,114
61
$11.9M 0.36%
217,508
+23,274
62
$11.9M 0.36%
76,911
+2,127
63
$11.8M 0.36%
244,379
-182,145
64
$11.7M 0.36%
493,947
-25,657
65
$11.5M 0.35%
+217,341
66
$10.8M 0.33%
77,241
+7,284
67
$10.8M 0.33%
90,376
+17,089
68
$10.7M 0.33%
187,249
-35,274
69
$10.6M 0.32%
68,729
+4,212
70
$10.5M 0.32%
96,209
+225
71
$10.4M 0.32%
288,826
+10,558
72
$10.4M 0.32%
173,812
+103,580
73
$10.3M 0.32%
38,807
+1,587
74
$10.2M 0.31%
59,838
+26,182
75
$10.1M 0.31%
399,972
+99,278
1 2
3
4 5