USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.98B
1-Year Est. Return
22.42%
This Fund
S&P 500
1 Year Est. Return
+22.42%
AUM
$3.98B
AUM Growth
+$148M
(+3.9%)
Holding
1,081
Top Buys
| 1 | +$32.3M | |
| 2 | +$14.8M | |
| 3 | +$12.8M | |
| 4 |
NVIDIA
NVDA
|
+$10.4M |
| 5 |
Novo Nordisk
NVO
|
+$9.09M |
Top Sells
| 1 | +$24.6M | |
| 2 | +$17.6M | |
| 3 | +$14.6M | |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$14.5M |
| 5 |
3M
MMM
|
+$14.1M |
Sector Composition
| 1 | Energy | 14.18% |
| 2 | Technology | 14.04% |
| 3 | Financials | 6.47% |
| 4 | Industrials | 5.72% |
| 5 | Healthcare | 4.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Trade Desk
TTD
$11.3B
| – | – |
-6,632
|
|
||
1077
UGI
UGI
$7.89B
| – | – |
-63,802
|
|
||
1078
Unum
UNM
$12.9B
| – | – |
-22,846
|
|
||
1079
Valaris
VAL
$6.13B
| – | – |
-95,689
|
|
||
1080
Vodafone
VOD
$36.1B
| – | – |
-20,146
|
|
||
1081
Zoom
ZM
$26.7B
| – | – |
-2,366
|
|