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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.92M 0.23%
19,778
+4,978
102
$5.89M 0.23%
134,032
+5,701
103
$5.86M 0.23%
135,644
-1,766
104
$5.85M 0.23%
19,176
+17,253
105
$5.77M 0.23%
66,494
+362
106
$5.55M 0.22%
29,048
-1,904
107
$5.54M 0.22%
149,740
+143,078
108
$5.46M 0.22%
28,391
+19,384
109
$5.43M 0.22%
+104,327
110
$5.43M 0.22%
10
-3
111
$5.35M 0.21%
+144,895
112
$5.28M 0.21%
33,479
-4,283
113
$5.19M 0.21%
+69,399
114
$5.13M 0.2%
119,190
-3,248
115
$5.09M 0.2%
13,189
+4,882
116
$5.06M 0.2%
196,687
+3,470
117
$5M 0.2%
33,669
+77
118
$4.96M 0.2%
25,836
-3,423
119
$4.95M 0.2%
121,238
+61,391
120
$4.95M 0.2%
95,098
+5,829
121
$4.93M 0.2%
99,928
+544
122
$4.84M 0.19%
134,320
+105,820
123
$4.83M 0.19%
16,765
-3,684
124
$4.79M 0.19%
38,992
+29,026
125
$4.79M 0.19%
42,870
+730
3 4
5
6 7