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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.05M 0.19%
187,923
-85,320
127
$5.03M 0.19%
+186,747
128
$5M 0.19%
69,622
+223
129
$4.93M 0.19%
19,351
-1,150
130
$4.88M 0.19%
13,312
+35
131
$4.76M 0.18%
131,702
-2,618
132
$4.72M 0.18%
100,178
+250
133
$4.72M 0.18%
15,096
+1,285
134
$4.43M 0.17%
55,281
+236
135
$4.38M 0.17%
27,179
-10,700
136
$4.23M 0.16%
+78,988
137
$4.22M 0.16%
77,797
+20,006
138
$4.22M 0.16%
194,077
+46,275
139
$4.15M 0.16%
+207,397
140
$4.12M 0.16%
234,777
+49
141
$4.04M 0.16%
15,381
-167
142
$4.01M 0.15%
24,372
+11,348
143
$3.98M 0.15%
15,364
-2,315
144
$3.94M 0.15%
11,374
+35
145
$3.92M 0.15%
24,003
-85,018
146
$3.9M 0.15%
93,437
-25,753
147
$3.87M 0.15%
57,714
+28,370
148
$3.8M 0.15%
25,743
-2,085
149
$3.77M 0.15%
41,168
+671
150
$3.76M 0.14%
31,559
+2,804
4 5
6
7 8