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
776
$192K 0.01%
13,958
-34,640
777
$179K 0.01%
18,857
-9,943
778
$173K 0.01%
11,876
+214
779
$166K 0.01%
14,251
780
$162K 0.01%
11,102
+102
781
$150K ﹤0.01%
29,171
-2,225
782
$147K ﹤0.01%
18,500
+3,000
783
$147K ﹤0.01%
16,600
784
$140K ﹤0.01%
+17,802
785
$139K ﹤0.01%
+10,820
786
$128K ﹤0.01%
+61,000
787
$123K ﹤0.01%
47,600
-22,500
788
$118K ﹤0.01%
13,000
-1,500
789
$111K ﹤0.01%
20,200
790
$103K ﹤0.01%
12,089
-636
791
$102K ﹤0.01%
15,000
792
$94.3K ﹤0.01%
18,164
+5,000
793
$78.6K ﹤0.01%
10,000
794
$69.2K ﹤0.01%
+13,875
795
$69.1K ﹤0.01%
37,559
796
$61.3K ﹤0.01%
+1,915
797
$52.7K ﹤0.01%
+12,088
798
$48K ﹤0.01%
+10,578
799
$29.2K ﹤0.01%
+20,000
800
$21.3K ﹤0.01%
+10,000
30 31
32
33 34