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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.1M 0.31%
101,705
+42,422
77
$10.1M 0.31%
45,483
-612
78
$10M 0.31%
48,452
+11,653
79
$9.82M 0.3%
18,749
+7,279
80
$9.81M 0.3%
157,894
+11,322
81
$9.8M 0.3%
29,703
-661
82
$9.65M 0.3%
112,100
-902
83
$9.54M 0.29%
159,014
+7,228
84
$9.52M 0.29%
183,948
+68,597
85
$9.48M 0.29%
271,432
+82,067
86
$9.42M 0.29%
89,853
+38,661
87
$9.35M 0.29%
5,500,000
88
$9.34M 0.29%
240,971
+23,648
89
$9.28M 0.28%
71,556
+1,743
90
$9.11M 0.28%
655,133
+265,638
91
$9M 0.28%
58,712
-2,375
92
$8.9M 0.27%
30,893
-93
93
$8.87M 0.27%
234,330
+840
94
$8.84M 0.27%
80,372
+19,317
95
$8.83M 0.27%
16,102
-1,016
96
$8.78M 0.27%
31,011
+209
97
$8.72M 0.27%
93,272
+3,403
98
$8.7M 0.27%
191,878
+33,628
99
$8.68M 0.27%
108,025
+29,131
100
$8.63M 0.26%
102,941
-1,862
2 3
4
5 6