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
726
$247K 0.01%
9,926
+758
727
$246K 0.01%
+11,200
728
$244K 0.01%
+1,940
729
$242K 0.01%
2,322
730
$241K 0.01%
16,094
731
$240K 0.01%
1,614
-94
732
$240K 0.01%
1,267
+1
733
$239K 0.01%
3,170
+9
734
$237K 0.01%
1,796
+344
735
$237K 0.01%
1,631
-390
736
$237K 0.01%
2,040
+78
737
$236K 0.01%
6,396
738
$236K 0.01%
10,604
739
$235K 0.01%
+6,249
740
$235K 0.01%
4,513
-2,767
741
$235K 0.01%
3,353
+75
742
$234K 0.01%
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743
$233K 0.01%
6,610
-1,311
744
$233K 0.01%
3,607
+531
745
$232K 0.01%
+8,300
746
$231K 0.01%
4,277
+470
747
$230K 0.01%
8,991
-880
748
$230K 0.01%
5,860
+7
749
$227K 0.01%
+912
750
$225K 0.01%
+2,829
28 29
30
31 32