We are live on ! Find out more
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
$2.73B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
771
New
Increased
Reduced
Closed

Top Buys

1
+$85.8M
2
+$54.4M
3
+$36.8M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$10.4M
5
DOW icon
Dow Inc
DOW
+$7.71M

Top Sells

1
+$29.2M
2
+$12.3M
3
+$11M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$10.9M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.4M

Sector Composition

1 Energy 12.34%
2 Technology 10.61%
3 Financials 8.31%
4 Healthcare 7.32%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-2,103
727
– –
-6,154
728
– –
-18,825
729
– –
-10,000
730
– –
-4,238
731
– –
-631
732
– –
-22,682
733
– –
-2,763
734
– –
-9,000
735
– –
-17,600
736
– –
-3,476
737
– –
-27,327
738
– –
-1,202
739
– –
-4,002
740
– –
-3,000
741
– –
-37,861
742
– –
-12,219
743
– –
-3,230
744
– –
-1,600
745
– –
-82,367
746
– –
-7,258
747
– –
-12,940
748
– –
-5,880
749
– –
-4,710
750
– –
0
27 28 29
30
31