USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.47M 0.22%
35,806
+377
127
$7.4M 0.22%
155,678
+828
128
$7.36M 0.22%
230,223
+13,474
129
$7.33M 0.21%
27,482
-3,529
130
$7.3M 0.21%
79,679
+70,892
131
$7.25M 0.21%
95,933
-18,321
132
$6.75M 0.2%
254,865
+6,583
133
$6.72M 0.2%
366,691
+94,132
134
$6.59M 0.19%
131,161
+4,728
135
$6.41M 0.19%
186,621
+11,375
136
$6.37M 0.19%
56,912
+12,280
137
$6.3M 0.18%
109,381
+8,672
138
$6.25M 0.18%
41,381
+211
139
$6.17M 0.18%
441,657
+54,773
140
$5.93M 0.17%
18,529
+11,787
141
$5.92M 0.17%
101,438
-2,419
142
$5.89M 0.17%
138,868
-899
143
$5.76M 0.17%
32,572
+191
144
$5.7M 0.17%
25,183
+2,925
145
$5.67M 0.17%
31,171
+3,901
146
$5.66M 0.17%
60,617
-10,845
147
$5.58M 0.16%
33,219
+27,260
148
$5.53M 0.16%
7,911
+1,397
149
$5.52M 0.16%
87,977
-41,975
150
$5.49M 0.16%
88,020
+1,905
4 5
6
7 8