USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.95M 0.26%
58,237
-475
102
$8.94M 0.26%
120,326
+11,820
103
$8.91M 0.26%
9,002
-6,417
104
$8.87M 0.26%
93,034
-14,991
105
$8.58M 0.25%
16,845
+1,650
106
$8.55M 0.25%
39,113
-38,128
107
$8.42M 0.25%
163,744
+4,248
108
$8.37M 0.24%
277,949
+19,712
109
$8.37M 0.24%
65,961
-26
110
$8.24M 0.24%
75,289
+910
111
$8.24M 0.24%
139,452
+10,853
112
$8.23M 0.24%
131,993
+16,458
113
$8.04M 0.24%
197,215
-398
114
$8.04M 0.23%
177,389
+3,080
115
$7.99M 0.23%
188,514
+1,970
116
$7.92M 0.23%
299,129
+27,697
117
$7.92M 0.23%
270,971
+36,138
118
$7.88M 0.23%
14,032
-2,070
119
$7.86M 0.23%
69,708
+7,275
120
$7.8M 0.23%
11,765
+3,279
121
$7.79M 0.23%
104,591
+100,761
122
$7.77M 0.23%
10,978
+4,107
123
$7.62M 0.22%
17,289
+163
124
$7.54M 0.22%
111,690
+25,487
125
$7.51M 0.22%
190,069
+11,831
3 4
5
6 7