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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.64M 0.27%
37,220
-1,262
77
$8.63M 0.27%
71,431
+69,096
78
$8.57M 0.27%
369,801
-2,391
79
$8.56M 0.26%
73,287
-7,747
80
$8.56M 0.26%
36,799
+23,051
81
$8.51M 0.26%
+56,242
82
$8.42M 0.26%
146,572
+2,037
83
$8.2M 0.25%
20,296
+12,416
84
$8.05M 0.25%
104,803
+100,189
85
$8.02M 0.25%
105,939
+124
86
$7.98M 0.25%
300,694
-139,064
87
$7.94M 0.25%
93,689
+45,695
88
$7.94M 0.25%
151,786
-121,214
89
$7.82M 0.24%
+78,121
90
$7.8M 0.24%
18,623
+17,234
91
$7.73M 0.24%
206,552
+114,619
92
$7.7M 0.24%
61,055
-55,360
93
$7.7M 0.24%
+61,087
94
$7.7M 0.24%
89,869
-76,041
95
$7.65M 0.24%
129,296
-1,553
96
$7.64M 0.24%
88,467
+76,056
97
$7.64M 0.24%
69,813
+66,137
98
$7.6M 0.24%
189,365
-68,971
99
$7.57M 0.23%
110,911
+105,047
100
$7.52M 0.23%
17,677
-18,680
2 3
4
5 6