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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.81M 0.11%
137,510
+1,470
177
$2.81M 0.11%
12,131
+10,392
178
$2.8M 0.11%
22,407
-300
179
$2.77M 0.11%
68,886
-96
180
$2.76M 0.11%
55,228
+12,950
181
$2.75M 0.11%
89,695
-100
182
$2.74M 0.11%
78,740
-1,435
183
$2.74M 0.11%
70,065
+2,517
184
$2.72M 0.11%
56,872
+30,230
185
$2.71M 0.11%
130,640
-8,130
186
$2.61M 0.1%
164,698
-8,197
187
$2.6M 0.1%
10,451
-5,305
188
$2.58M 0.1%
19,742
-294
189
$2.57M 0.1%
60,326
+12,713
190
$2.54M 0.1%
52,180
+13,030
191
$2.53M 0.1%
19,479
-26
192
$2.47M 0.1%
111,043
-28,127
193
$2.47M 0.1%
137,505
-2,830
194
$2.37M 0.09%
82,842
+3,748
195
$2.36M 0.09%
34,316
-285
196
$2.34M 0.09%
204,597
-7,750
197
$2.33M 0.09%
51,091
+220
198
$2.32M 0.09%
21,439
+5,388
199
$2.31M 0.09%
48,213
+2,126
200
$2.3M 0.09%
112,675
+28,095
6 7
8
9 10