USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.4M 0.16%
244,389
+6,521
152
$5.38M 0.16%
91,603
-16,222
153
$5.35M 0.16%
19,156
+1,385
154
$5.3M 0.15%
16,690
+1,633
155
$5.28M 0.15%
47,828
-6,666
156
$5.28M 0.15%
51,925
+15,704
157
$5.26M 0.15%
10,352
+7,943
158
$5.25M 0.15%
92,353
-94,896
159
$5.23M 0.15%
32,842
-16,483
160
$5.23M 0.15%
30,181
+2,018
161
$5.14M 0.15%
81,007
+11,410
162
$5.14M 0.15%
57,233
-29,649
163
$5.02M 0.15%
22,616
+147
164
$4.91M 0.14%
36,427
-2,861
165
$4.89M 0.14%
149,864
+7,140
166
$4.89M 0.14%
52,160
+7,359
167
$4.87M 0.14%
12,533
-17,170
168
$4.84M 0.14%
98,976
+5,893
169
$4.81M 0.14%
166,589
-1,628
170
$4.74M 0.14%
90,429
+12,866
171
$4.64M 0.14%
173,679
+40,398
172
$4.6M 0.13%
8,686
-1,659
173
$4.6M 0.13%
30,727
-66,519
174
$4.45M 0.13%
90,506
+109
175
$4.43M 0.13%
10,116
+378
5 6
7
8 9