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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.2M 0.13%
71,806
+10,878
177
$4.17M 0.13%
36,176
+2,152
178
$4.17M 0.13%
163,200
-105,146
179
$4.17M 0.13%
21,094
+3,122
180
$4.15M 0.13%
+80,991
181
$4.14M 0.13%
9,318
+4,293
182
$4.02M 0.12%
73,905
-2,292
183
$3.96M 0.12%
6,220
+1,776
184
$3.94M 0.12%
75,055
-191
185
$3.91M 0.12%
178,368
+460
186
$3.89M 0.12%
21,314
+19,646
187
$3.88M 0.12%
74,533
+16,587
188
$3.81M 0.12%
6,689
+432
189
$3.81M 0.12%
53,090
+10,275
190
$3.8M 0.12%
70,232
+1,654
191
$3.72M 0.12%
+29,556
192
$3.56M 0.11%
19,000
+341
193
$3.56M 0.11%
76,904
+21,079
194
$3.54M 0.11%
58,735
+19,736
195
$3.49M 0.11%
+44,468
196
$3.48M 0.11%
32,963
-4,187
197
$3.47M 0.11%
78,945
+22,355
198
$3.45M 0.11%
71,437
+56,835
199
$3.42M 0.11%
12,206
+1,148
200
$3.4M 0.11%
30,501
+10,593
6 7
8
9 10