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
$2.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$9.16M
3
+$7.58M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$6.3M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$6.14M

Top Sells

1
+$12.3M
2
+$9.01M
3
+$8.08M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$4.25M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.04M

Sector Composition

1 Energy 18.7%
2 Technology 11.27%
3 Financials 6.06%
4 Healthcare 5.72%
5 Consumer Staples 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.41M 0.28%
202,055
-852
77
$7.36M 0.28%
155,322
-11,449
78
$7.33M 0.28%
162,534
-918
79
$7.33M 0.28%
184,190
-35,953
80
$7.32M 0.28%
133,674
-2,187
81
$7.29M 0.28%
14,309
+736
82
$7.24M 0.27%
32,003
+1,147
83
$7.23M 0.27%
7,989
+114
84
$7.1M 0.27%
266,130
-1,207
85
$7.08M 0.27%
27,159
+23,543
86
$6.94M 0.26%
101,844
+92,453
87
$6.85M 0.26%
135,662
+362
88
$6.83M 0.26%
15,482
-1,429
89
$6.81M 0.26%
21,785
+89
90
$6.78M 0.26%
144,533
+17,142
91
$6.78M 0.26%
120,232
+1,284
92
$6.77M 0.26%
344,464
+137,067
93
$6.71M 0.25%
41,780
+720
94
$6.61M 0.25%
33,631
+31,090
95
$6.6M 0.25%
118,986
+1,633
96
$6.56M 0.25%
90,899
-7,826
97
$6.49M 0.25%
199,601
+2,185
98
$6.48M 0.25%
138,286
+1,100
99
$6.45M 0.24%
39,274
+426
100
$6.44M 0.24%
112,801
+7,006
2 3
4
5 6