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
826
$208K 0.01%
5,551
-845
827
$208K 0.01%
+3,998
828
$208K 0.01%
9,420
-1,730
829
$207K 0.01%
+4,000
830
$207K 0.01%
+1,055
831
$206K 0.01%
+8,587
832
$206K 0.01%
1,405
+5
833
$204K 0.01%
+10,000
834
$203K 0.01%
+5,033
835
$203K 0.01%
+4,394
836
$202K 0.01%
+6,462
837
$202K 0.01%
1,870
-11,945
838
$201K 0.01%
+4,701
839
$196K 0.01%
+16,433
840
$196K 0.01%
23,703
+2,001
841
$190K 0.01%
15,200
-234
842
$189K 0.01%
13,850
+3,540
843
$186K 0.01%
17,998
844
$186K 0.01%
+12,146
845
$185K 0.01%
+12,300
846
$184K 0.01%
+11,927
847
$184K 0.01%
12,294
+724
848
$183K 0.01%
+30,606
849
$182K 0.01%
18,818
-463
850
$167K ﹤0.01%
+12,181
32 33
34
35 36