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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$6.06M
3 +$4.19M
4
INTC icon
Intel
INTC
+$4.18M
5
GLD icon
SPDR Gold Trust
GLD
+$3.96M

Top Sells

1 +$95.1M
2 +$11.2M
3 +$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
GD icon
General Dynamics
GD
+$6.58M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3.2M 0.14%
121,029
+17,108
152
$3.19M 0.14%
135,020
-12,600
153
$3.19M 0.14%
48,856
+92
154
$3.1M 0.14%
11,147
+2
155
$3.07M 0.13%
149,963
156
$3.06M 0.13%
118,829
+59,041
157
$3.06M 0.13%
146,871
+79,449
158
$3.03M 0.13%
136,621
+1,283
159
$3.02M 0.13%
13,524
+1,788
160
$3M 0.13%
96,120
+23,500
161
$2.99M 0.13%
88,298
+15,034
162
$2.9M 0.13%
22,032
-687
163
$2.88M 0.13%
70,630
+1,178
164
$2.83M 0.12%
21,291
+552
165
$2.82M 0.12%
30,419
+39
166
$2.81M 0.12%
55,662
-5,915
167
$2.8M 0.12%
188,229
+22,533
168
$2.76M 0.12%
27,134
+6,911
169
$2.73M 0.12%
245,438
+46,061
170
$2.71M 0.12%
34,991
-754
171
$2.69M 0.12%
29,080
-66,961
172
$2.67M 0.12%
43,034
-17,291
173
$2.62M 0.12%
80,059
-180,679
174
$2.61M 0.11%
114,911
-1,256
175
$2.61M 0.11%
338,583