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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.59M 0.17%
11,625
+151
127
$3.57M 0.17%
132,063
+1,950
128
$3.53M 0.17%
120,000
-7,990
129
$3.51M 0.17%
145,089
+11,214
130
$3.49M 0.17%
71,243
+5,272
131
$3.41M 0.16%
364,680
+100,815
132
$3.39M 0.16%
13,759
+3,026
133
$3.36M 0.16%
80,911
+2,447
134
$3.28M 0.16%
68,956
+4
135
$3.26M 0.15%
192,837
+5,901
136
$3.25M 0.15%
173,030
+26,723
137
$3.25M 0.15%
14,382
+119
138
$3.18M 0.15%
22,321
+101
139
$3.16M 0.15%
36,480
+9,580
140
$3.13M 0.15%
41,701
-335
141
$3.12M 0.15%
221,306
+3,750
142
$3.06M 0.15%
20,104
-1,077
143
$3.06M 0.15%
63,986
-3,127
144
$3.04M 0.14%
34,014
-753
145
$3.04M 0.14%
67,000
-8,400
146
$3.02M 0.14%
40,722
+1,056
147
$2.96M 0.14%
26,003
+5,151
148
$2.92M 0.14%
250,215
+59,670
149
$2.91M 0.14%
7,473
+32
150
$2.91M 0.14%
6,000
+33
4 5
6
7 8