USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.43%
222,308
+4,967
52
$14.8M 0.43%
263,422
+3,840
53
$14.7M 0.43%
207,875
+11,418
54
$13.9M 0.41%
50,586
-68,826
55
$13.9M 0.41%
293,969
-7,645
56
$13.4M 0.39%
45,395
+20,005
57
$13.1M 0.38%
82,424
+13,695
58
$13.1M 0.38%
23,098
-1,781
59
$13M 0.38%
62,234
+2,396
60
$12.9M 0.38%
323,583
+34,757
61
$12.8M 0.37%
68,894
-17,458
62
$12.7M 0.37%
100,688
+3,784
63
$12.7M 0.37%
112,411
+16,246
64
$12.5M 0.36%
175,706
+47,006
65
$12.2M 0.36%
124,363
-21,449
66
$11.9M 0.35%
65,418
+24,485
67
$11.6M 0.34%
79,954
+3,043
68
$11.5M 0.34%
96,169
-11,437
69
$11.5M 0.33%
36,711
+17,962
70
$11.3M 0.33%
260,457
+26,127
71
$11.3M 0.33%
108,491
+12,282
72
$11.2M 0.33%
461,949
+61,977
73
$11.1M 0.32%
40,307
+1,500
74
$11M 0.32%
59,141
-12,415
75
$10.9M 0.32%
187,943
-56,436
1 2
3
4 5