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
$2.16B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,623
New
Increased
Reduced
Closed

Top Buys

1 +$52M
2 +$18.1M
3 +$3.09M
4
MSFT icon
Microsoft
MSFT
+$2.9M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.81M

Top Sells

1 +$21.3M
2 +$11.7M
3 +$6.74M
4
GILD icon
Gilead Sciences
GILD
+$6.73M
5
VZ icon
Verizon
VZ
+$5.93M

Sector Composition

1 Energy 19.9%
2 Technology 9.12%
3 Healthcare 7.6%
4 Financials 7.25%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$37K ﹤0.01%
+535
952
$36.9K ﹤0.01%
+1,200
953
$36.5K ﹤0.01%
+670
954
$36.4K ﹤0.01%
+2,000
955
$36.3K ﹤0.01%
+1,255
956
$36.1K ﹤0.01%
+1,206
957
$36K ﹤0.01%
+596
958
$35.9K ﹤0.01%
+402
959
$35.9K ﹤0.01%
+1,400
960
$35.8K ﹤0.01%
+755
961
$35.7K ﹤0.01%
+1,208
962
$35.4K ﹤0.01%
+571
963
$35.3K ﹤0.01%
+69
964
$35.3K ﹤0.01%
+2,000
965
$35K ﹤0.01%
+745
966
$34.9K ﹤0.01%
+1,230
967
$34.9K ﹤0.01%
+195
968
$34.7K ﹤0.01%
+456
969
$34.6K ﹤0.01%
+1,989
970
$34.2K ﹤0.01%
+2,000
971
$34.2K ﹤0.01%
+137
972
$33.7K ﹤0.01%
+78
973
$33.7K ﹤0.01%
+2,500
974
$33.6K ﹤0.01%
+300
975
$33.4K ﹤0.01%
+2,170