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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.76M 0.19%
32,267
+1,418
127
$4.69M 0.19%
89,939
+7,709
128
$4.68M 0.19%
63,962
+25,812
129
$4.58M 0.18%
121,397
-135,720
130
$4.56M 0.18%
20,501
+44
131
$4.55M 0.18%
171,668
+4,466
132
$4.23M 0.17%
9,329
-1,352
133
$4.2M 0.17%
140,908
+6,685
134
$4.11M 0.16%
15,761
+4,622
135
$4.11M 0.16%
7,045
-525
136
$4M 0.16%
17,679
+8,638
137
$3.98M 0.16%
11,339
-177
138
$3.98M 0.16%
37,704
-5,514
139
$3.97M 0.16%
73,124
-19,742
140
$3.93M 0.16%
13,277
-597
141
$3.87M 0.15%
34,650
-5,728
142
$3.87M 0.15%
55,045
-7,135
143
$3.81M 0.15%
40,497
-37,357
144
$3.81M 0.15%
82,601
+20,585
145
$3.8M 0.15%
27,828
-1,037
146
$3.71M 0.15%
42,680
+102
147
$3.69M 0.15%
6,947
-1,659
148
$3.6M 0.14%
32,729
+13,461
149
$3.59M 0.14%
33,196
+13,758
150
$3.57M 0.14%
247,491
+74,242
4 5
6
7 8