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
$3.23B
AUM Growth
+$394M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
838
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$15.1M
3
+$14.9M
4
TRGP icon
Targa Resources
TRGP
+$14M
5
ETN icon
Eaton
ETN
+$13.7M

Top Sells

1
+$19.1M
2
+$14.4M
3
+$12.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.95M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$7.22M

Sector Composition

1 Energy 16.55%
2 Technology 13.35%
3 Financials 6.78%
4 Industrials 6.37%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.33M 0.1%
28,343
-1,487
202
$3.33M 0.1%
123,711
+6,521
203
$3.31M 0.1%
53,952
+17,500
204
$3.29M 0.1%
+26,100
205
$3.28M 0.1%
9,318
-1,230
206
$3.27M 0.1%
80,815
-53,483
207
$3.27M 0.1%
66,070
+57,815
208
$3.26M 0.1%
149,084
+7,900
209
$3.25M 0.1%
23,995
+2,639
210
$3.24M 0.1%
125,025
+9,350
211
$3.22M 0.1%
72,688
+46,493
212
$3.19M 0.1%
16,297
+3,183
213
$3.17M 0.1%
+35,112
214
$3.16M 0.1%
22,680
-4,535
215
$3.16M 0.1%
+5,188
216
$3.12M 0.1%
17,548
-116
217
$3.12M 0.1%
9,334
+542
218
$3.12M 0.1%
82,374
-5,780
219
$3.11M 0.1%
41,044
+37,708
220
$3.08M 0.1%
+7,270
221
$3.08M 0.1%
29,325
+14,368
222
$3.03M 0.09%
14,094
-194
223
$3.03M 0.09%
25,525
+1,399
224
$3.01M 0.09%
103,168
+702
225
$3M 0.09%
+27,796
7 8
9
10 11