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
$1.98B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.56M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.91M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.07M

Top Sells

1
+$32M
2
+$12.2M
3
+$9.77M
4
KMI icon
Kinder Morgan
KMI
+$7.82M
5
DOW icon
Dow Inc
DOW
+$7.51M

Sector Composition

1 Energy 16.62%
2 Technology 9.49%
3 Healthcare 7.96%
4 Financials 7.07%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.85M 0.09%
35,090
-569
202
$1.83M 0.09%
11,239
+81
203
$1.83M 0.09%
18,943
-131
204
$1.83M 0.09%
29,604
-19,252
205
$1.82M 0.09%
18,424
-23,986
206
$1.82M 0.09%
6,014
-5,130
207
$1.82M 0.09%
22,020
+750
208
$1.81M 0.09%
19,393
-13
209
$1.81M 0.09%
7,481
-6,039
210
$1.81M 0.09%
19,595
+4,693
211
$1.81M 0.09%
8,442
+260
212
$1.79M 0.09%
143,553
-12,076
213
$1.79M 0.09%
50,050
-2,370
214
$1.76M 0.09%
40,141
215
$1.76M 0.09%
6,652
+4
216
$1.75M 0.09%
91,760
+27,200
217
$1.75M 0.09%
52,127
-6,868
218
$1.74M 0.09%
100,000
219
$1.74M 0.09%
12,841
-2,186
220
$1.72M 0.09%
149,667
+19,418
221
$1.72M 0.09%
17,863
-18,446
222
$1.7M 0.09%
9,340
-167
223
$1.7M 0.09%
109,940
+5,065
224
$1.7M 0.09%
137,020
+1,340
225
$1.68M 0.09%
40,385
+33,550
7 8
9
10 11