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

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

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%
+1,263
781
$221K 0.01%
+15,434
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%
+1,231
787
$214K 0.01%
3,746
-1,200
788
$214K 0.01%
8,494
-497
789
$211K 0.01%
+871
790
$211K 0.01%
5,956
-1,786
791
$210K 0.01%
+4,773
792
$208K 0.01%
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793
$206K 0.01%
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794
$205K 0.01%
+2,188
795
$205K 0.01%
2,555
-119
796
$204K 0.01%
+2,440
797
$203K 0.01%
4,410
-1,839
798
$202K 0.01%
14,453
+495
799
$202K 0.01%
16,226
-5,768
800
$202K 0.01%
+6,086
30 31
32
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