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
801
$201K 0.01%
+4,210
802
$199K 0.01%
40,825
+5,800
803
$197K 0.01%
11,150
-522
804
$185K 0.01%
15,933
+3,437
805
$185K 0.01%
+11,570
806
$167K 0.01%
17,868
+5,779
807
$167K 0.01%
14,251
808
$167K 0.01%
10,310
-25,890
809
$158K ﹤0.01%
+17,998
810
$157K ﹤0.01%
14,913
-8,900
811
$149K ﹤0.01%
16,600
812
$147K ﹤0.01%
+13,177
813
$145K ﹤0.01%
21,702
+1,502
814
$144K ﹤0.01%
11,000
-102
815
$120K ﹤0.01%
+11,049
816
$120K ﹤0.01%
+15,000
817
$116K ﹤0.01%
14,602
-3,200
818
$114K ﹤0.01%
+19,226
819
$108K ﹤0.01%
+20,000
820
$87.9K ﹤0.01%
+15,000
821
$85.3K ﹤0.01%
18,500
822
$82.7K ﹤0.01%
14,070
+3,250
823
$77.1K ﹤0.01%
14,827
-3,337
824
$72.7K ﹤0.01%
19,078
+6,990
825
$43.2K ﹤0.01%
34,300
-13,300
31 32
33
34 35