USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.72B
1-Year Est. Return
17.24%
1 Year Est. Return
+17.24%
AUM
$3.42B
AUM Growth
+$158M
(+4.8%)
Holding
931
Top Buys
| 1 | +$20.3M | |
| 2 | +$11.1M | |
| 3 | +$8.33M | |
| 4 |
Gilead Sciences
GILD
|
+$8.32M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$7.55M |
Top Sells
| 1 | +$19.1M | |
| 2 | +$19M | |
| 3 | +$14.1M | |
| 4 |
Iron Mountain
IRM
|
+$10.8M |
| 5 |
Blackstone
BX
|
+$9.95M |
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
Synchrony
SYF
$28.5B
| $14.8M | 0.43% |
222,308
+4,967
|
|
||
52
Vanguard Long-Term Treasury ETF
VGLT
$9.87B
| $14.8M | 0.43% |
263,422
+3,840
|
|
||
53
Coca-Cola
KO
$305B
| $14.7M | 0.43% |
207,875
+11,418
|
|
||
54
Broadcom
AVGO
$1.8T
| $13.9M | 0.41% |
50,586
-68,826
|
|
||
55
British American Tobacco
BTI
$125B
| $13.9M | 0.41% |
293,969
-7,645
|
|
||
56
IBM
IBM
$283B
| $13.4M | 0.39% |
45,395
+20,005
|
|
||
57
Qualcomm
QCOM
$187B
| $13.1M | 0.38% |
82,424
+13,695
|
|
||
58
Vanguard S&P 500 ETF
VOO
$803B
| $13.1M | 0.38% |
23,098
-1,781
|
|
||
59
Boeing
BA
$154B
| $13M | 0.38% |
62,234
+2,396
|
|
||
60
Schwab Fundamental International Large Company Index ETF
FNDF
$19B
| $12.9M | 0.38% |
323,583
+34,757
|
|
||
61
AbbVie
ABBV
$407B
| $12.8M | 0.37% |
68,894
-17,458
|
|
||
62
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
| $12.7M | 0.37% |
50,344
+1,892
|
|
||
63
Alibaba
BABA
$377B
| $12.7M | 0.37% |
112,411
+16,246
|
|
||
64
Nike
NKE
$97B
| $12.5M | 0.36% |
175,706
+47,006
|
|
||
65
Southern Copper
SCCO
$114B
| $12.2M | 0.36% |
123,315
-21,268
|
|
||
66
Philip Morris
PM
$236B
| $11.9M | 0.35% |
65,418
+24,485
|
|
||
67
Paychex
PAYX
$40.8B
| $11.6M | 0.34% |
79,954
+3,043
|
|
||
68
EOG Resources
EOG
$60.5B
| $11.5M | 0.34% |
96,169
-11,437
|
|
||
69
UnitedHealth
UNH
$308B
| $11.5M | 0.33% |
36,711
+17,962
|
|
||
70
Freeport-McMoran
FCX
$63.9B
| $11.3M | 0.33% |
260,457
+26,127
|
|
||
71
American Electric Power
AEP
$63.1B
| $11.3M | 0.33% |
108,491
+12,282
|
|
||
72
Pfizer
PFE
$145B
| $11.2M | 0.33% |
461,949
+61,977
|
|
||
73
CME Group
CME
$98.9B
| $11.1M | 0.32% |
40,307
+1,500
|
|
||
74
Howmet Aerospace
HWM
$78.2B
| $11M | 0.32% |
59,141
-12,415
|
|
||
75
Newmont
NEM
$97.8B
| $10.9M | 0.32% |
187,943
-56,436
|
|