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
751
$224K 0.01%
+6,591
752
$222K 0.01%
1,340
753
$221K 0.01%
+3,362
754
$220K 0.01%
8,513
755
$216K 0.01%
2,156
756
$215K 0.01%
8,475
757
$214K 0.01%
5,546
-299
758
$213K 0.01%
2,674
+70
759
$213K 0.01%
+8,148
760
$213K 0.01%
+4,498
761
$212K 0.01%
35,025
+10,025
762
$211K 0.01%
4,946
+300
763
$211K 0.01%
+4,421
764
$211K 0.01%
4,277
765
$211K 0.01%
1,361
-720
766
$209K 0.01%
13,673
+1,668
767
$208K 0.01%
+391
768
$206K 0.01%
6,551
+244
769
$206K 0.01%
+2,415
770
$205K 0.01%
7,397
-1,491
771
$205K 0.01%
396
+3
772
$204K 0.01%
8,847
-488
773
$204K 0.01%
+629
774
$193K 0.01%
26,200
+15,000
775
$192K 0.01%
+12,496
29 30
31
32 33