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
751
$271K 0.01%
5,852
-50,967
752
$270K 0.01%
506
+6
753
$269K 0.01%
9,168
754
$267K 0.01%
9,142
-392
755
$267K 0.01%
5,145
+234
756
$266K 0.01%
+1,150
757
$266K 0.01%
1,453
+190
758
$264K 0.01%
7,191
-100
759
$263K 0.01%
3,869
-287
760
$262K 0.01%
5,155
+60
761
$258K 0.01%
10,464
-2,911
762
$257K 0.01%
+4,876
763
$257K 0.01%
1,492
+206
764
$256K 0.01%
+5,873
765
$256K 0.01%
+5,250
766
$256K 0.01%
+5,092
767
$256K 0.01%
12,025
768
$255K 0.01%
16,094
769
$254K 0.01%
26,200
-2,100
770
$251K 0.01%
9,119
771
$250K 0.01%
+1,023
772
$248K 0.01%
7,031
+69
773
$246K 0.01%
+3,214
774
$245K 0.01%
2,592
-209
775
$244K 0.01%
1,505
-20
29 30
31
32 33