USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.72B
1-Year Est. Return 17.24%
This Quarter Est. Return
1 Year Est. Return
+17.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.01M 0.3%
154,519
-16,111
77
$5.92M 0.3%
245,300
-8,975
78
$5.8M 0.29%
20,415
-25
79
$5.69M 0.29%
14
80
$5.54M 0.28%
132,975
+50
81
$5.5M 0.28%
10,885
-9,401
82
$5.49M 0.28%
40,352
-4,106
83
$5.23M 0.26%
42,325
-1,904
84
$5.12M 0.26%
107,775
+40,166
85
$4.98M 0.25%
129,219
+79,824
86
$4.89M 0.25%
32,972
-757
87
$4.83M 0.24%
128,075
-4,274
88
$4.82M 0.24%
176,298
+54,156
89
$4.8M 0.24%
17,304
-505
90
$4.78M 0.24%
46,733
+529
91
$4.69M 0.24%
115,144
+4,308
92
$4.67M 0.24%
62,023
+771
93
$4.6M 0.23%
31,808
+384
94
$4.6M 0.23%
76,538
-519
95
$4.58M 0.23%
136,157
-1,092
96
$4.52M 0.23%
20,043
+2,073
97
$4.48M 0.23%
54,699
+10,250
98
$4.42M 0.22%
51,523
-645
99
$4.4M 0.22%
42,952
-12,640
100
$4.4M 0.22%
15,193
-545
2 3
4
5 6