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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.86M 0.21%
164,196
+19,912
127
$6.76M 0.21%
197,613
-8,939
128
$6.74M 0.21%
86,882
-6,559
129
$6.62M 0.2%
74,379
-3,742
130
$6.5M 0.2%
19,291
-126
131
$6.5M 0.2%
40,933
+4,223
132
$6.35M 0.19%
178,238
+5,985
133
$6.33M 0.19%
107,825
+13,325
134
$6.31M 0.19%
25,390
-51,496
135
$6.19M 0.19%
139,767
-3,328
136
$6.17M 0.19%
86,203
+24,232
137
$6.14M 0.19%
216,749
+12,703
138
$6.12M 0.19%
175,246
+29,699
139
$6.02M 0.18%
54,494
+5,447
140
$5.9M 0.18%
126,433
-7,451
141
$5.88M 0.18%
234,833
+44,188
142
$5.84M 0.18%
100,709
+58,711
143
$5.75M 0.18%
15,691
-1,221
144
$5.74M 0.18%
39,288
-658
145
$5.59M 0.17%
32,381
-504
146
$5.55M 0.17%
103,857
-57,879
147
$5.54M 0.17%
17,771
+1,291
148
$5.45M 0.17%
272,559
+14,791
149
$5.42M 0.17%
386,884
+119,869
150
$5.41M 0.17%
41,170
-46,177
4 5
6
7 8