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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.39M 0.22%
+107,137
102
$4.35M 0.22%
43,766
-1,886
103
$4.24M 0.21%
84,626
+4,313
104
$4.22M 0.21%
190,665
-27,309
105
$4.19M 0.21%
8,258
+67
106
$4.18M 0.21%
269,785
+12,803
107
$4.16M 0.21%
138,711
+60,719
108
$4.15M 0.21%
98,770
+13,102
109
$4.12M 0.21%
80,429
+17,987
110
$4.1M 0.21%
73,189
-548
111
$4.03M 0.2%
29,669
-1,494
112
$3.96M 0.2%
31,076
-3,228
113
$3.94M 0.2%
79,265
-4,542
114
$3.91M 0.2%
+40,732
115
$3.9M 0.2%
32,226
-1,049
116
$3.84M 0.19%
24,837
-237
117
$3.83M 0.19%
130,003
+811
118
$3.73M 0.19%
186,661
+17,988
119
$3.68M 0.19%
125,507
+831
120
$3.66M 0.19%
43,858
-2,489
121
$3.62M 0.18%
48,122
+7,026
122
$3.62M 0.18%
138,453
+19,624
123
$3.59M 0.18%
16,587
+3,063
124
$3.59M 0.18%
33,568
-44,793
125
$3.55M 0.18%
17,435
-17
3 4
5
6 7