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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.56M 0.26%
70,265
-1,166
102
$8.44M 0.26%
107,042
+1,103
103
$8.41M 0.26%
49,325
-34,274
104
$8.3M 0.25%
376,129
+6,328
105
$8.24M 0.25%
214,406
+500
106
$8.18M 0.25%
159,496
+78,505
107
$8.17M 0.25%
128,700
+87,656
108
$8.16M 0.25%
65,987
-1,619
109
$7.76M 0.24%
36,711
+5,923
110
$7.72M 0.24%
174,309
+4,888
111
$7.69M 0.24%
35,429
-843
112
$7.64M 0.23%
62,433
+15,587
113
$7.61M 0.23%
129,952
+656
114
$7.52M 0.23%
8,068
-311
115
$7.43M 0.23%
258,237
+17,491
116
$7.42M 0.23%
72,214
+19,704
117
$7.29M 0.22%
115,535
+66,591
118
$7.27M 0.22%
128,599
+5,522
119
$7.2M 0.22%
114,254
+10,139
120
$7.19M 0.22%
17,126
-551
121
$7.14M 0.22%
8,645
-11,531
122
$7.08M 0.22%
108,506
+24,814
123
$7.05M 0.22%
111,159
+248
124
$6.94M 0.21%
248,282
+68,689
125
$6.87M 0.21%
+154,850
3 4
5
6 7