USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.43M 0.13%
20,176
-4,533
177
$4.42M 0.13%
131,366
+19,513
178
$4.33M 0.13%
125,360
+24,602
179
$4.33M 0.13%
61,135
+6,649
180
$4.23M 0.12%
46,420
-12,096
181
$4.2M 0.12%
91,438
+12,368
182
$4.19M 0.12%
1,605
+131
183
$4.19M 0.12%
60,348
+8,059
184
$4.19M 0.12%
79,260
+1,939
185
$4.17M 0.12%
55,007
-329
186
$4.17M 0.12%
59,164
-13,895
187
$4.16M 0.12%
11,343
-4,348
188
$4.15M 0.12%
+75,085
189
$4.14M 0.12%
98,326
+3,888
190
$4.09M 0.12%
83,646
+21,583
191
$4.09M 0.12%
71,738
+1,507
192
$4M 0.12%
36,802
-670
193
$3.98M 0.12%
121,285
+16,829
194
$3.93M 0.11%
44,760
-624
195
$3.93M 0.11%
6,937
+171
196
$3.89M 0.11%
18,714
-219
197
$3.87M 0.11%
31,175
-10,794
198
$3.86M 0.11%
71,834
-858
199
$3.83M 0.11%
99,017
+10,504
200
$3.8M 0.11%
119,368
+11,586
6 7
8
9 10