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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.91M 0.14%
133,255
+20,801
152
$2.9M 0.14%
13,981
+382
153
$2.89M 0.14%
43,328
+783
154
$2.87M 0.14%
149,817
+41,340
155
$2.86M 0.14%
48,372
+3,799
156
$2.84M 0.13%
76,677
+8,528
157
$2.83M 0.13%
44,406
+1,723
158
$2.82M 0.13%
38,045
+196
159
$2.79M 0.13%
90,888
-16,854
160
$2.78M 0.13%
29,915
-1,561
161
$2.77M 0.13%
298,685
-49,211
162
$2.75M 0.13%
+141,389
163
$2.72M 0.13%
30,883
-8,561
164
$2.72M 0.13%
14,143
+66
165
$2.72M 0.13%
138,520
+6,200
166
$2.68M 0.13%
8,319
+2,274
167
$2.65M 0.13%
123,379
+1,243
168
$2.63M 0.12%
140,335
-11,447
169
$2.57M 0.12%
22,328
-2,352
170
$2.54M 0.12%
15,668
+2,570
171
$2.52M 0.12%
59,130
-1,458
172
$2.51M 0.12%
20,451
-481
173
$2.5M 0.12%
29,315
-513
174
$2.49M 0.12%
32,671
-1,994
175
$2.48M 0.12%
53,691
-1,228
5 6
7
8 9