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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.96M 0.12%
6,514
+294
177
$3.96M 0.12%
28,163
-2,103
178
$3.94M 0.12%
90,397
+13,842
179
$3.9M 0.12%
15,057
-5,239
180
$3.86M 0.12%
77,563
+6,126
181
$3.78M 0.12%
23,985
-4,358
182
$3.76M 0.12%
36,221
+13,177
183
$3.75M 0.12%
6,871
+2,097
184
$3.74M 0.11%
44,801
+29,859
185
$3.73M 0.11%
72,692
-1,213
186
$3.71M 0.11%
94,438
+21,750
187
$3.71M 0.11%
52,289
-801
188
$3.7M 0.11%
18,736
-286
189
$3.69M 0.11%
22,258
+1,164
190
$3.69M 0.11%
31,891
+291
191
$3.64M 0.11%
25,002
+2,322
192
$3.63M 0.11%
88,513
+15,313
193
$3.62M 0.11%
34,630
-1,546
194
$3.61M 0.11%
9,738
-803
195
$3.61M 0.11%
6,766
+77
196
$3.61M 0.11%
79,070
+2,166
197
$3.57M 0.11%
133,281
+9,570
198
$3.57M 0.11%
70,231
+19,551
199
$3.56M 0.11%
9,293
-25
200
$3.47M 0.11%
54,486
-17,320
6 7
8
9 10