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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.74M 0.14%
33,848
+652
152
$3.58M 0.14%
126,882
-44,786
153
$3.54M 0.14%
99,496
-10,000
154
$3.53M 0.14%
93,231
+39,087
155
$3.5M 0.13%
6,293
+74
156
$3.42M 0.13%
30,549
-12,131
157
$3.4M 0.13%
27,096
-10,608
158
$3.39M 0.13%
9,847
-77
159
$3.38M 0.13%
19,394
+476
160
$3.35M 0.13%
29,501
-3,228
161
$3.35M 0.13%
7,362
-1,967
162
$3.33M 0.13%
19,530
+51
163
$3.31M 0.13%
61,529
-11,595
164
$3.3M 0.13%
158,608
-5,930
165
$3.3M 0.13%
68,867
-19
166
$3.29M 0.13%
43,117
-795
167
$3.29M 0.13%
51,650
+3,872
168
$3.23M 0.12%
27,547
-3,153
169
$3.2M 0.12%
86,447
+3,321
170
$3.2M 0.12%
67,482
+7,156
171
$3.2M 0.12%
52,680
+500
172
$3.13M 0.12%
10,630
-3,366
173
$3.03M 0.12%
6,008
+247
174
$3.02M 0.12%
+30,734
175
$3M 0.12%
12,025
-106
5 6
7
8 9