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
826
$39.9K ﹤0.01%
+15,000
827
$34.9K ﹤0.01%
37,559
828
$28.4K ﹤0.01%
+12,179
829
$25.4K ﹤0.01%
20,000
830
$11.3K ﹤0.01%
10,000
831
– –
-16,724
832
– –
-76,324
833
– –
-13,000
834
– –
-30,789
835
– –
-29,171
836
– –
-19,748
837
– –
-14,593
838
– –
-6,551
839
– –
-2,829
840
– –
-912
841
– –
-204,918
842
– –
-6,610
843
– –
-15,693
844
– –
-3,033
845
– –
-70,031
846
– –
-1,940
847
– –
-29,556
848
– –
-5,697
849
– –
-5,860
850
– –
-23,800
32 33
34
35 36