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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$15.1M
3
+$14.7M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$14.6M
5
KMI icon
Kinder Morgan
KMI
+$14M

Top Sells

1
+$58.7M
2
+$12.6M
3
+$9.59M
4
LEN icon
Lennar Class A
LEN
+$9M
5
ABBV icon
AbbVie
ABBV
+$8.66M

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%
939
828
$28.4K ﹤0.01%
+12,179
829
$25.4K ﹤0.01%
20,000
830
$11.3K ﹤0.01%
10,000
831
– –
-3,552
832
– –
-13,875
833
– –
-19,015
834
– –
-7,006
835
– –
-2,415
836
– –
-10,578
837
– –
-4,277
838
– –
-62,600
839
– –
-18,857
840
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-16,992
841
– –
-131
842
– –
-4,498
843
– –
-4,421
844
– –
-8,355
845
– –
-3,962
846
– –
-9,833
847
– –
-1,361
848
– –
-6,550
849
– –
-1,267
850
– –
-1,796
32 33
34
35 36