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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.36M 0.16%
15,195
-2,722
152
$5.35M 0.16%
73,059
-6,049
153
$5.24M 0.16%
237,868
+25,017
154
$5.24M 0.16%
22,469
+2,503
155
$5.21M 0.16%
71,462
+12,727
156
$5.1M 0.16%
58,516
+2,312
157
$5.08M 0.16%
86,115
+20,045
158
$4.93M 0.15%
23,288
+2,048
159
$4.9M 0.15%
18,276
+1,146
160
$4.83M 0.15%
93,083
+4,273
161
$4.8M 0.15%
168,217
-5,840
162
$4.72M 0.14%
27,270
-664
163
$4.65M 0.14%
23,071
-3,331
164
$4.6M 0.14%
8,486
-23
165
$4.51M 0.14%
62,469
+11,474
166
$4.46M 0.14%
44,632
+462
167
$4.4M 0.13%
142,724
+17,699
168
$4.15M 0.13%
55,336
+208
169
$4.14M 0.13%
41,969
+11,468
170
$4.1M 0.13%
69,597
-5,458
171
$4.06M 0.12%
19,735
-1,579
172
$4.05M 0.12%
77,321
+2,788
173
$4.03M 0.12%
107,782
+26,232
174
$4.03M 0.12%
19,604
+362
175
$4.01M 0.12%
34,131
+1,022
5 6
7
8 9