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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.39M 0.28%
55,592
+27,912
77
$6.34M 0.28%
71,951
+68,738
78
$6.25M 0.27%
626,346
+116,472
79
$6.11M 0.27%
132,925
-89,611
80
$5.97M 0.26%
44,863
+2,737
81
$5.86M 0.26%
71,407
+28,410
82
$5.83M 0.26%
44,229
-84,678
83
$5.82M 0.26%
124,884
+63,378
84
$5.72M 0.25%
14
85
$5.45M 0.24%
98,904
-8,065
86
$5.29M 0.23%
31,424
-2,711
87
$5.29M 0.23%
137,249
+988
88
$5.2M 0.23%
217,974
+5,631
89
$5.18M 0.23%
132,349
+272
90
$5.11M 0.22%
85,668
+1,450
91
$5.03M 0.22%
31,163
+2,776
92
$4.99M 0.22%
52,168
-1,460
93
$4.97M 0.22%
61,252
+39,284
94
$4.95M 0.22%
177,362
-19,948
95
$4.89M 0.21%
124,676
+18,635
96
$4.76M 0.21%
33,729
+383
97
$4.72M 0.21%
99,476
-2,261
98
$4.69M 0.21%
17,809
+1,716
99
$4.66M 0.2%
205,215
+8,453
100
$4.61M 0.2%
15,408
+112
2 3
4
5 6