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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.33M 0.2%
158,250
+14,763
127
$6.32M 0.2%
57,996
+56,062
128
$6.19M 0.19%
143,095
-3,484
129
$6.13M 0.19%
17,917
-1,398
130
$6.11M 0.19%
106,675
-2,505
131
$6.07M 0.19%
172,253
+3,222
132
$5.96M 0.18%
204,046
+3,327
133
$5.96M 0.18%
33,656
+26,055
134
$5.95M 0.18%
59,283
+9,768
135
$5.91M 0.18%
26,402
+24,054
136
$5.9M 0.18%
389,495
-48,620
137
$5.8M 0.18%
11,470
-705
138
$5.79M 0.18%
50,995
+30,610
139
$5.73M 0.18%
17,130
+4,706
140
$5.57M 0.17%
32,885
+2,517
141
$5.53M 0.17%
144,284
+21,435
142
$5.5M 0.17%
+94,500
143
$5.5M 0.17%
39,946
+23,841
144
$5.44M 0.17%
46,846
+194
145
$5.43M 0.17%
56,204
+21,046
146
$5.4M 0.17%
+49,047
147
$5.31M 0.16%
190,645
+101,701
148
$5.29M 0.16%
8,509
+4,209
149
$5.26M 0.16%
93,441
-1,900
150
$5.07M 0.16%
174,057
-3,310
4 5
6
7 8