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
876
$51.8K ﹤0.01%
2,164
+1,225
877
$42.2K ﹤0.01%
34,300
878
$42.1K ﹤0.01%
21,500
+1,500
879
$25.4K ﹤0.01%
10,556
-1,623
880
$25.2K ﹤0.01%
+10,000
881
– –
-19,226
882
– –
-16,015
883
– –
-5,364
884
– –
-82,359
885
– –
-87,665
886
– –
-3,645
887
– –
-4,007
888
– –
-10,140
889
– –
-10,111
890
– –
-9,835
891
– –
-8,005
892
– –
-9,823
893
– –
-8,300
894
– –
-15,000
895
– –
-5,996
896
– –
-4,300
897
– –
-4,461
898
– –
-45,062
899
– –
-14,913
900
– –
-2,400
34 35
36
37 38