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
801
$228K 0.01%
5,611
-7,090
802
$228K 0.01%
5,956
803
$226K 0.01%
1,249
804
$226K 0.01%
+1,006
805
$225K 0.01%
4,414
+204
806
$223K 0.01%
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807
$222K 0.01%
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808
$222K 0.01%
5,973
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809
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810
$221K 0.01%
5,027
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811
$221K 0.01%
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812
$219K 0.01%
5,238
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813
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8,823
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$218K 0.01%
3,108
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815
$218K 0.01%
7,999
816
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817
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992
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818
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819
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820
$212K 0.01%
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821
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822
$212K 0.01%
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823
$210K 0.01%
1,306
-5
824
$209K 0.01%
19,565
+1,697
825
$208K 0.01%
2,293
+105
31 32
33
34 35