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
$2.28B
AUM Growth
-$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$6.59M
3
+$4.84M
4
CSCO icon
Cisco
CSCO
+$4.7M
5
GLD icon
SPDR Gold Trust
GLD
+$4.11M

Top Sells

1
+$105M
2
+$11.9M
3
+$10.1M
4
ADM icon
Archer Daniels Midland
ADM
+$8.27M
5
KHC icon
Kraft Heinz
KHC
+$6.88M

Sector Composition

1 Energy 15.25%
2 Technology 10.35%
3 Healthcare 8.32%
4 Financials 6.95%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.59M 0.11%
169,691
-750
177
$2.59M 0.11%
14,817
+164
178
$2.56M 0.11%
+52,586
179
$2.55M 0.11%
65,075
-453
180
$2.5M 0.11%
115,095
+4,672
181
$2.5M 0.11%
18,294
-7,394
182
$2.5M 0.11%
71,222
-18,578
183
$2.49M 0.11%
34,529
-2,957
184
$2.45M 0.11%
40,111
+6,500
185
$2.44M 0.11%
18,065
-965
186
$2.43M 0.11%
27,054
+11,947
187
$2.43M 0.11%
10,087
+218
188
$2.42M 0.11%
273,533
189
$2.39M 0.11%
57,395
+20,875
190
$2.39M 0.1%
263,383
-131,078
191
$2.35M 0.1%
19,756
+5,121
192
$2.33M 0.1%
30,365
-205
193
$2.32M 0.1%
7,818
+1,514
194
$2.31M 0.1%
392,268
195
$2.27M 0.1%
77,992
+6,120
196
$2.25M 0.1%
6,490
+1,421
197
$2.24M 0.1%
24,563
-4,380
198
$2.18M 0.1%
147,529
-101
199
$2.17M 0.1%
51,291
+23,391
200
$2.16M 0.09%
15,027
+179
6 7
8
9 10