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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.13M 0.11%
9,146
-941
177
$2.12M 0.11%
125,415
+81,060
178
$2.11M 0.11%
29,560
+9,239
179
$2.11M 0.11%
47,321
+1,906
180
$2.07M 0.1%
82,200
-763
181
$2.07M 0.1%
72,205
-23,915
182
$2.07M 0.1%
6,296
-194
183
$2.06M 0.1%
187,655
+18,266
184
$2.03M 0.1%
+59,710
185
$2.03M 0.1%
250,340
+9,990
186
$2M 0.1%
168,641
-1,050
187
$2M 0.1%
+28,952
188
$1.98M 0.1%
29,643
-89
189
$1.98M 0.1%
125,000
190
$1.97M 0.1%
18,626
-20,137
191
$1.97M 0.1%
25,991
-743
192
$1.95M 0.1%
6,034
-92
193
$1.94M 0.1%
68,952
194
$1.93M 0.1%
14,282
-17,564
195
$1.93M 0.1%
183,167
+9,693
196
$1.91M 0.1%
76,574
-3,485
197
$1.91M 0.1%
4,196
-5,349
198
$1.88M 0.1%
42,659
199
$1.87M 0.09%
42,132
+694
200
$1.86M 0.09%
166,009
-79,429
6 7
8
9 10