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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.96M 0.15%
79,108
-6,145
152
$4.93M 0.15%
19,966
+402
153
$4.91M 0.15%
179,593
-1,190
154
$4.89M 0.15%
27,934
+447
155
$4.83M 0.15%
30,266
+20,584
156
$4.8M 0.15%
21,240
+296
157
$4.67M 0.14%
31,600
+28,148
158
$4.63M 0.14%
76,555
-9,027
159
$4.59M 0.14%
212,851
+7,221
160
$4.56M 0.14%
+33,109
161
$4.45M 0.14%
61,971
+2,476
162
$4.44M 0.14%
19,242
+16,345
163
$4.42M 0.14%
36,710
+8,377
164
$4.4M 0.14%
257,768
-5,877
165
$4.34M 0.13%
25,153
-1,925
166
$4.33M 0.13%
267,015
+74,098
167
$4.33M 0.13%
10,541
+495
168
$4.3M 0.13%
16,480
-5,561
169
$4.28M 0.13%
88,810
+11,665
170
$4.28M 0.13%
44,170
+6,891
171
$4.27M 0.13%
19,022
+16,716
172
$4.26M 0.13%
+145,547
173
$4.24M 0.13%
31,374
-36,109
174
$4.22M 0.13%
55,128
-8,367
175
$4.21M 0.13%
195,837
-8,871
5 6
7
8 9