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
776
$243K 0.01%
22,411
-934
777
$243K 0.01%
+7,360
778
$242K 0.01%
4,658
+10
779
$242K 0.01%
2,750
+150
780
$241K 0.01%
459
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781
$240K 0.01%
+2,278
782
$239K 0.01%
2,418
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783
$238K 0.01%
+2,078
784
$236K 0.01%
40,025
-800
785
$236K 0.01%
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786
$236K 0.01%
21,043
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787
$236K 0.01%
4,861
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788
$235K 0.01%
829
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789
$235K 0.01%
3,011
-11,902
790
$234K 0.01%
6,238
791
$233K 0.01%
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792
$233K 0.01%
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$231K 0.01%
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$231K 0.01%
936
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795
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796
$229K 0.01%
2,147
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797
$229K 0.01%
545
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798
$229K 0.01%
589
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799
$229K 0.01%
12,554
-3,379
800
$228K 0.01%
+9,629
30 31
32
33 34