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
776
$227K 0.01%
+1,286
777
$224K 0.01%
2,099
-1,912
778
$223K 0.01%
+6,238
779
$223K 0.01%
8,413
-62
780
$222K 0.01%
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781
$221K 0.01%
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782
$221K 0.01%
9,119
-1,485
783
$218K 0.01%
1,311
-223
784
$217K 0.01%
2,156
785
$217K 0.01%
+1,249
786
$216K 0.01%
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787
$214K 0.01%
3,746
-1,200
788
$214K 0.01%
8,494
-497
789
$211K 0.01%
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790
$211K 0.01%
5,956
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791
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792
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794
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795
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2,555
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797
$203K 0.01%
4,410
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798
$202K 0.01%
14,453
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799
$202K 0.01%
16,226
-5,768
800
$202K 0.01%
+6,086
30 31
32
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