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
$3.26B
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15M
3
+$14.8M
4
KMI icon
Kinder Morgan
KMI
+$14.4M
5
DFS
Discover Financial Services
DFS
+$14.1M

Top Sells

1
+$60M
2
+$12.8M
3
+$9.52M
4
ABBV icon
AbbVie
ABBV
+$9.34M
5
LEN icon
Lennar Class A
LEN
+$9M

Sector Composition

1 Energy 18.03%
2 Technology 11.44%
3 Financials 8.93%
4 Industrials 6.48%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.46M 0.11%
111,853
+18,770
202
$3.44M 0.11%
14,883
+789
203
$3.4M 0.1%
35,660
+548
204
$3.4M 0.1%
18,933
-67
205
$3.36M 0.1%
24,900
-1,200
206
$3.35M 0.1%
68,067
+17,401
207
$3.33M 0.1%
150,219
+1,135
208
$3.29M 0.1%
28,237
+6,526
209
$3.29M 0.1%
113,956
-49,244
210
$3.25M 0.1%
153,038
-25,330
211
$3.24M 0.1%
104,456
+5,647
212
$3.23M 0.1%
40,921
+4,031
213
$3.21M 0.1%
16,562
+265
214
$3.2M 0.1%
+45,384
215
$3.18M 0.1%
107,529
+11,650
216
$3.17M 0.1%
+2,391
217
$3.17M 0.1%
9,823
+2,553
218
$3.16M 0.1%
10,345
+1,466
219
$3.15M 0.1%
100,758
-2,410
220
$3.14M 0.1%
12,477
+271
221
$3.1M 0.09%
15,467
-38,597
222
$3.07M 0.09%
62,063
+3,966
223
$3.05M 0.09%
63,635
+18,117
224
$3.02M 0.09%
10,002
+1,347
225
$3M 0.09%
52,064
+2,557
7 8
9
10 11