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
$2.52B
AUM Growth
+$300M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$93.3M
2
+$42.2M
3
+$12M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$9.53M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$8.62M

Top Sells

1
+$8.27M
2
+$6.98M
3
+$6.67M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.33M
5
VZ icon
Verizon
VZ
+$5.12M

Sector Composition

1 Energy 19.27%
2 Technology 9.76%
3 Financials 7.29%
4 Healthcare 6.66%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.29M 0.09%
49,747
+12,476
202
$2.25M 0.09%
46,825
-2,805
203
$2.23M 0.09%
31,887
-193
204
$2.2M 0.09%
24,060
+12,886
205
$2.19M 0.09%
121,928
-21,225
206
$2.17M 0.09%
17,366
-3,854
207
$2.16M 0.09%
12,655
-3,170
208
$2.15M 0.09%
3,746
-89
209
$2.14M 0.09%
10,220
-2,472
210
$2.14M 0.08%
19,694
+950
211
$2.13M 0.08%
16,046
-791
212
$2.12M 0.08%
22,769
-3,085
213
$2.11M 0.08%
53,873
-6,927
214
$2.11M 0.08%
12,408
-265
215
$2.1M 0.08%
6,922
-481
216
$2.1M 0.08%
34,068
-3,552
217
$2.09M 0.08%
+94,035
218
$2.07M 0.08%
18,734
+3,531
219
$2.07M 0.08%
50,660
+28,450
220
$2.07M 0.08%
44,394
+1
221
$2.07M 0.08%
+19,891
222
$2.06M 0.08%
4,252
-209
223
$2.05M 0.08%
50,901
-315
224
$2.04M 0.08%
4,425
-3,103
225
$2.04M 0.08%
+29,046
7 8
9
10 11