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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$15.1M
3
+$14.7M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$14.6M
5
KMI icon
Kinder Morgan
KMI
+$14M

Top Sells

1
+$58.7M
2
+$12.6M
3
+$9.59M
4
LEN icon
Lennar Class A
LEN
+$9M
5
ABBV icon
AbbVie
ABBV
+$8.66M

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
751
$247K 0.01%
2,333
+11
752
$244K 0.01%
3,260
-93
753
$242K 0.01%
+554
754
$242K 0.01%
8,300
755
$242K 0.01%
500
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756
$242K 0.01%
7,999
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757
$241K 0.01%
+2,336
758
$240K 0.01%
9,168
-758
759
$240K 0.01%
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760
$239K 0.01%
+3,643
761
$237K 0.01%
3,326
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762
$237K 0.01%
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763
$236K 0.01%
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764
$236K 0.01%
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765
$234K 0.01%
23,345
-5,270
766
$232K 0.01%
+12,025
767
$232K 0.01%
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768
$232K 0.01%
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769
$231K 0.01%
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$231K 0.01%
6,962
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771
$231K 0.01%
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772
$230K 0.01%
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773
$229K 0.01%
32,780
+6,580
774
$229K 0.01%
+746
775
$228K 0.01%
8,427
-6,830
29 30
31
32 33