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
$2.6B
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.27M
3
+$5.66M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$5.07M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$5.03M

Top Sells

1
+$45.4M
2
+$13.9M
3
+$13.3M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
JPM icon
JPMorgan Chase
JPM
+$7.94M

Sector Composition

1 Energy 20.15%
2 Technology 9.85%
3 Financials 6.86%
4 Healthcare 6.41%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.95M 0.11%
54,259
+1,505
177
$2.93M 0.11%
22,404
-3
178
$2.92M 0.11%
8,393
-666
179
$2.9M 0.11%
14,140
+3,920
180
$2.82M 0.11%
88,995
-700
181
$2.76M 0.11%
143,136
+5,631
182
$2.76M 0.11%
3,824
+78
183
$2.75M 0.11%
131,410
+770
184
$2.74M 0.11%
107,779
-24,593
185
$2.73M 0.11%
21,293
+5,872
186
$2.72M 0.1%
63,250
-6,815
187
$2.72M 0.1%
69,709
-9,031
188
$2.68M 0.1%
8,935
+2,474
189
$2.68M 0.1%
49,258
-40,681
190
$2.67M 0.1%
98,797
+31,249
191
$2.67M 0.1%
58,508
+8,761
192
$2.64M 0.1%
134,485
-3,025
193
$2.61M 0.1%
118,975
+6,300
194
$2.57M 0.1%
59,239
-15,944
195
$2.57M 0.1%
31,980
+93
196
$2.56M 0.1%
84,786
+1,944
197
$2.52M 0.1%
110,545
-498
198
$2.51M 0.1%
32,640
-1,428
199
$2.51M 0.1%
19,127
-615
200
$2.47M 0.1%
50,205
+3,380
6 7
8
9 10