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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.65M 0.13%
99,820
-340
152
$2.63M 0.13%
185,358
-226
153
$2.6M 0.13%
25,589
+20,972
154
$2.6M 0.13%
26,975
-159
155
$2.57M 0.13%
70,683
+53
156
$2.54M 0.13%
63,162
-1,913
157
$2.5M 0.13%
7,492
-7,916
158
$2.5M 0.13%
137,827
+1,206
159
$2.46M 0.12%
42,668
-366
160
$2.46M 0.12%
338,583
161
$2.36M 0.12%
29,277
+2,223
162
$2.36M 0.12%
19,504
+1,210
163
$2.34M 0.12%
42,426
+2,315
164
$2.33M 0.12%
56,981
-414
165
$2.33M 0.12%
89,965
+1,667
166
$2.31M 0.12%
7,891
+73
167
$2.27M 0.11%
122,400
+7,305
168
$2.25M 0.11%
26,124
+1,194
169
$2.24M 0.11%
275,823
+12,440
170
$2.23M 0.11%
30,615
+250
171
$2.22M 0.11%
26,516
+1,953
172
$2.21M 0.11%
19,778
+22
173
$2.2M 0.11%
57,033
+39,304
174
$2.17M 0.11%
109,840
+16,612
175
$2.16M 0.11%
392,268
5 6
7
8 9