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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.98M 0.33%
74,404
-4,609
77
$6.9M 0.33%
142,681
-14,489
78
$6.89M 0.33%
193,375
+27,908
79
$6.88M 0.33%
43,599
-589
80
$6.83M 0.32%
113,152
-739
81
$6.73M 0.32%
47,373
+5,586
82
$6.73M 0.32%
13
83
$6.71M 0.32%
142,491
-6,117
84
$6.62M 0.31%
91,265
+969
85
$6.38M 0.3%
133,320
-3,639
86
$6.22M 0.3%
200,644
-10,136
87
$6.15M 0.29%
34,502
-5,076
88
$6.07M 0.29%
142,342
+12,935
89
$6.03M 0.29%
35,643
+2,199
90
$5.94M 0.28%
130,822
+10,604
91
$5.67M 0.27%
11,799
+6
92
$5.4M 0.26%
90,523
+1,855
93
$5.38M 0.26%
134,505
+2,264
94
$5.33M 0.25%
62,658
+376
95
$5.26M 0.25%
58,668
-123
96
$5.25M 0.25%
141,354
97
$5.24M 0.25%
101,951
-4,089
98
$5.1M 0.24%
49,213
+702
99
$5M 0.24%
205,682
+2,438
100
$4.93M 0.23%
10,718
+47
2 3
4
5 6