USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.9M 0.32%
174,240
+428
77
$10.8M 0.32%
89,266
-1,110
78
$10.6M 0.31%
166,616
+8,722
79
$10.5M 0.31%
37,519
+808
80
$10.4M 0.3%
43,917
-1,566
81
$10.2M 0.3%
752,241
+97,108
82
$10.2M 0.3%
100,870
+11,017
83
$10M 0.29%
70,767
-1,447
84
$9.84M 0.29%
256,307
+15,336
85
$9.84M 0.29%
227,328
+35,450
86
$9.81M 0.29%
32,196
+1,303
87
$9.75M 0.28%
42,935
+33,249
88
$9.74M 0.28%
78,842
+8,577
89
$9.53M 0.28%
116,721
+15,016
90
$9.37M 0.27%
102,883
-58
91
$9.34M 0.27%
11,987
+3,342
92
$9.27M 0.27%
170,431
-13,517
93
$9.19M 0.27%
216,958
+2,552
94
$9.13M 0.27%
35,483
+20,016
95
$9.1M 0.27%
90,127
+9,755
96
$9.1M 0.27%
165,075
-52,433
97
$9.07M 0.27%
67,760
-12,920
98
$9.06M 0.26%
221,874
+7,790
99
$9.01M 0.26%
81,228
+75,078
100
$8.96M 0.26%
366,480
-9,649
2 3
4
5 6