USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.72B
1-Year Est. Return
17.24%
1 Year Est. Return
+17.24%
AUM
$3.42B
AUM Growth
+$158M
(+4.8%)
Holding
931
Top Buys
| 1 | +$20.3M | |
| 2 | +$11.1M | |
| 3 | +$8.33M | |
| 4 |
Gilead Sciences
GILD
|
+$8.32M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$7.55M |
Top Sells
| 1 | +$19.1M | |
| 2 | +$19M | |
| 3 | +$14.1M | |
| 4 |
Iron Mountain
IRM
|
+$10.8M |
| 5 |
Blackstone
BX
|
+$9.95M |
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 | |
|---|---|---|---|---|---|---|
926
CyberArk
CYBR
$24.6B
| – | – |
-5,364
|
|
||
|
DFS
927
DELISTED
Discover Financial Services
DFS
| – | – |
-82,359
|
|
||
928
DNP Select Income Fund
DNP
$3.72B
| – | – |
-87,665
|
|
||
929
Distillate US Fundamental Stability & Value ETF
DSTL
$1.81B
| – | – |
-8,440
|
|
||
930
Eastman Chemical
EMN
$6.91B
| – | – |
-3,645
|
|
||
931
Enphase Energy
ENPH
$4.91B
| – | – |
-4,007
|
|