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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.44M 0.17%
184,156
+19,013
127
$3.41M 0.17%
135,716
+14,687
128
$3.4M 0.17%
35,789
-7,405
129
$3.4M 0.17%
91,502
+40,211
130
$3.39M 0.17%
20,411
-880
131
$3.33M 0.17%
274,240
-7,450
132
$3.19M 0.16%
98,613
+3,106
133
$3.17M 0.16%
163,666
+16,795
134
$3.17M 0.16%
18,987
-483
135
$3.15M 0.16%
94,706
+461
136
$3.13M 0.16%
33,129
-1,778
137
$3.08M 0.16%
85,649
-5,238
138
$3.04M 0.15%
25,447
+3,415
139
$3.02M 0.15%
133,420
-1,600
140
$2.92M 0.15%
207,009
+18,780
141
$2.88M 0.15%
108,566
-54,610
142
$2.88M 0.15%
59,287
+6,701
143
$2.85M 0.14%
11,061
-86
144
$2.81M 0.14%
149,963
145
$2.78M 0.14%
60,482
+17,296
146
$2.74M 0.14%
34,895
-96
147
$2.72M 0.14%
43,126
+33,911
148
$2.71M 0.14%
108,823
-6,088
149
$2.68M 0.14%
28,070
-1,010
150
$2.67M 0.14%
14,216
-601
4 5
6
7 8