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
$2.11B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5.05M
3
+$4.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.96M
5
AEP icon
American Electric Power
AEP
+$4.94M

Top Sells

1
+$26.4M
2
+$8.4M
3
+$4.91M
4
UBER icon
Uber
UBER
+$3.94M
5
D icon
Dominion Energy
D
+$3.36M

Sector Composition

1 Energy 16.47%
2 Technology 12.22%
3 Financials 7.84%
4 Healthcare 7.39%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.14M 0.1%
80,675
-186
202
$2.12M 0.1%
48,230
+29,720
203
$2.1M 0.1%
19,272
+704
204
$2.1M 0.1%
121,477
-3,789
205
$2.1M 0.1%
27,322
-458
206
$2.1M 0.1%
156,185
+22,300
207
$2.08M 0.1%
67,703
-1,901
208
$2.03M 0.1%
47,028
-1,449
209
$2.03M 0.1%
+49,765
210
$1.98M 0.09%
4,476
+522
211
$1.98M 0.09%
5,786
+3,211
212
$1.98M 0.09%
18,639
-952
213
$1.96M 0.09%
29,027
-11,171
214
$1.94M 0.09%
14,417
+11,110
215
$1.92M 0.09%
19,422
+1,037
216
$1.91M 0.09%
18,345
217
$1.91M 0.09%
146,245
+21,995
218
$1.9M 0.09%
14,780
219
$1.89M 0.09%
18,238
-36
220
$1.87M 0.09%
47,951
+23,958
221
$1.86M 0.09%
40,413
-26,421
222
$1.85M 0.09%
55,346
-13,338
223
$1.85M 0.09%
4,162
-391
224
$1.85M 0.09%
+32,023
225
$1.84M 0.09%
15,168
+10,155
7 8
9
10 11