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
726
$268K 0.01%
3,400
-1,051
727
$267K 0.01%
11,654
-11,665
728
$267K 0.01%
12,256
+1,157
729
$267K 0.01%
9,534
-609
730
$266K 0.01%
4,799
731
$266K 0.01%
+19,223
732
$265K 0.01%
13,411
-6,548
733
$264K 0.01%
+7,291
734
$263K 0.01%
414
-15
735
$262K 0.01%
189
-86
736
$261K 0.01%
1,727
-5,194
737
$261K 0.01%
+1,454
738
$261K 0.01%
1,928
-178
739
$260K 0.01%
9,884
740
$259K 0.01%
3,830
-938
741
$259K 0.01%
+4,990
742
$259K 0.01%
7,321
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743
$259K 0.01%
2,801
744
$258K 0.01%
16,094
745
$256K 0.01%
6,396
746
$252K 0.01%
1,525
-127
747
$249K 0.01%
4,156
-248
748
$249K 0.01%
2,699
+7
749
$249K 0.01%
+4,007
750
$248K 0.01%
3,465
+103
28 29
30
31 32