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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.56M 0.14%
47,778
+421
152
$3.56M 0.14%
234,728
-47,457
153
$3.55M 0.14%
196,400
+361
154
$3.5M 0.14%
15,548
-6,866
155
$3.44M 0.14%
5,761
+408
156
$3.35M 0.13%
13,996
-2,342
157
$3.33M 0.13%
13,811
+689
158
$3.31M 0.13%
41,802
-335
159
$3.3M 0.13%
75,183
-5,190
160
$3.3M 0.13%
164,538
-4,632
161
$3.26M 0.13%
147,802
+46,304
162
$3.22M 0.13%
18,918
-7,468
163
$3.21M 0.13%
83,126
+194
164
$3.2M 0.13%
109,496
165
$3.19M 0.13%
28,755
+5,916
166
$3.18M 0.13%
30,700
-66
167
$3.16M 0.13%
6,219
+2,621
168
$3.11M 0.12%
43,912
+49
169
$3.09M 0.12%
9,924
+1,687
170
$3.06M 0.12%
132,372
-13,741
171
$2.97M 0.12%
52,754
+2,992
172
$2.97M 0.12%
57,791
-67,053
173
$2.92M 0.12%
30,093
-28,199
174
$2.92M 0.12%
57,784
-1,861
175
$2.83M 0.11%
9,059
+1,816
5 6
7
8 9