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
801
$16.8K ﹤0.01%
+19,748
802
– –
-11,003
803
– –
-4,068
804
– –
-15,159
805
– –
-4,476
806
– –
-7,992
807
– –
-4,093
808
– –
-3,950
809
– –
-12,167
810
– –
-26,444
811
– –
-3,546
812
– –
-16,416
813
– –
-16,594
814
– –
-19,075
815
– –
-2,379
816
– –
-23,710
817
– –
-146,894
818
– –
-40,952
819
– –
-11,000
820
– –
-71,705
821
– –
-81,535
822
– –
-18,305
823
– –
-10,020
824
– –
-5,094
825
– –
-6,703
30 31 32
33
34