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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.93M 0.23%
14,020
-358
102
$4.87M 0.23%
127,863
+20,681
103
$4.83M 0.23%
54,802
+8,924
104
$4.77M 0.23%
26,505
+558
105
$4.67M 0.22%
82,606
-96
106
$4.61M 0.22%
113,841
+26,395
107
$4.56M 0.22%
20,547
+143
108
$4.55M 0.22%
21,964
-1,155
109
$4.49M 0.21%
91,329
-379
110
$4.45M 0.21%
20,669
+10,872
111
$4.43M 0.21%
16,914
+9,204
112
$4.4M 0.21%
8,431
+119
113
$4.34M 0.21%
248,841
+11,886
114
$4.29M 0.2%
99,283
-398
115
$4.29M 0.2%
32,323
-3,182
116
$4.2M 0.2%
165,118
+18,129
117
$4.16M 0.2%
14,840
-197
118
$4.06M 0.19%
16,553
-505
119
$4.04M 0.19%
9,979
+2,444
120
$3.94M 0.19%
33,801
-9,603
121
$3.9M 0.19%
37,898
+10,766
122
$3.87M 0.18%
141,069
-77,296
123
$3.8M 0.18%
92,403
-32,290
124
$3.65M 0.17%
7,780
+713
125
$3.64M 0.17%
112,647
+25,976
3 4
5
6 7