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
726
$287K 0.01%
21,956
+187
727
$287K 0.01%
8,113
+792
728
$286K 0.01%
2,599
-100
729
$286K 0.01%
2,107
+179
730
$285K 0.01%
9,479
+29
731
$285K 0.01%
10,970
732
$285K 0.01%
2,980
733
$283K 0.01%
3,528
-486
734
$283K 0.01%
40,380
+7,600
735
$283K 0.01%
4,186
+440
736
$283K 0.01%
1,641
-104
737
$281K 0.01%
13,763
738
$281K 0.01%
17,394
+21
739
$280K 0.01%
1,488
+96
740
$277K 0.01%
+352
741
$277K 0.01%
2,754
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742
$277K 0.01%
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743
$275K 0.01%
12,460
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744
$275K 0.01%
6,333
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745
$275K 0.01%
+5,498
746
$274K 0.01%
19,940
+3,714
747
$274K 0.01%
+11,233
748
$273K 0.01%
4,358
-520
749
$272K 0.01%
1,727
750
$272K 0.01%
8,735
+222
28 29
30
31 32