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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.47M 0.12%
43,498
+2,441
177
$2.47M 0.12%
75,563
-1,537
178
$2.45M 0.12%
20,874
-6,511
179
$2.43M 0.12%
8,115
-653
180
$2.41M 0.11%
76,894
-20,442
181
$2.41M 0.11%
+115,666
182
$2.39M 0.11%
4,892
-204
183
$2.39M 0.11%
211,662
+1,222
184
$2.37M 0.11%
8,393
+695
185
$2.35M 0.11%
+62,232
186
$2.33M 0.11%
+103,050
187
$2.31M 0.11%
11,470
-730
188
$2.28M 0.11%
50,470
+1,200
189
$2.27M 0.11%
12,233
+1,106
190
$2.24M 0.11%
29,342
+192
191
$2.21M 0.11%
136,119
-4,797
192
$2.2M 0.1%
22,804
+1,989
193
$2.2M 0.1%
38,774
+2,281
194
$2.19M 0.1%
17,396
+105
195
$2.18M 0.1%
10,314
+689
196
$2.17M 0.1%
16,420
-14,019
197
$2.16M 0.1%
79,094
-8,185
198
$2.16M 0.1%
7,851
-3,736
199
$2.16M 0.1%
18,934
-6,035
200
$2.15M 0.1%
32,216
+5,465
6 7
8
9 10