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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.51M 0.23%
+88,799
102
$7.5M 0.23%
30,986
+1,486
103
$7.48M 0.23%
+36,272
104
$7.47M 0.23%
8,379
+2,099
105
$7.46M 0.23%
161,736
-10,371
106
$7.46M 0.23%
30,788
+3,165
107
$7.4M 0.23%
+67,606
108
$7.38M 0.23%
30,802
+28,282
109
$7.35M 0.23%
217,323
-25,722
110
$7.28M 0.23%
240,746
+181,076
111
$7.21M 0.22%
140,722
-5,681
112
$7.21M 0.22%
123,077
-12,653
113
$7.19M 0.22%
169,421
+1,720
114
$7.17M 0.22%
19,417
+18,196
115
$7.14M 0.22%
83,692
-2,684
116
$7.05M 0.22%
160,385
-7,841
117
$7M 0.22%
+16,992
118
$6.93M 0.21%
78,894
-6,221
119
$6.92M 0.21%
204,918
+1,320
120
$6.61M 0.2%
104,115
+8,938
121
$6.58M 0.2%
16,912
-5,788
122
$6.51M 0.2%
51,192
-19,554
123
$6.5M 0.2%
115,351
-664
124
$6.42M 0.2%
133,884
-21,372
125
$6.34M 0.2%
52,510
+30,271
3 4
5
6 7