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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.64M 0.3%
92,725
+28,229
77
$7.63M 0.3%
17,894
-528
78
$7.12M 0.28%
211,177
+50,684
79
$7.09M 0.28%
156,424
+12,203
80
$7.06M 0.28%
69,772
-2,873
81
$6.98M 0.28%
134,218
-1,174
82
$6.93M 0.27%
273,243
+84,768
83
$6.93M 0.27%
+183,816
84
$6.92M 0.27%
208,200
+7,556
85
$6.88M 0.27%
91,265
-710
86
$6.86M 0.27%
47,115
-2,026
87
$6.86M 0.27%
221,194
+42,053
88
$6.84M 0.27%
209,632
+96,662
89
$6.81M 0.27%
103,436
-4,199
90
$6.77M 0.27%
62,131
+841
91
$6.75M 0.27%
125,357
-2,948
92
$6.73M 0.27%
83,070
+63,009
93
$6.72M 0.27%
58,358
+39,805
94
$6.63M 0.26%
44,322
-2,907
95
$6.61M 0.26%
107,133
-8,928
96
$6.47M 0.26%
37,879
+5,812
97
$6.36M 0.25%
338,199
+17,583
98
$6.35M 0.25%
80,407
+70,137
99
$6.31M 0.25%
92,344
-622
100
$6.27M 0.25%
96,308
+81,719
2 3
4
5 6