USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
931
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$10.5M
3
+$8.34M
4
GILD icon
Gilead Sciences
GILD
+$7.99M
5
EBAY icon
eBay
EBAY
+$7.14M

Top Sells

1
+$16.5M
2
+$14.9M
3
+$14.1M
4
IRM icon
Iron Mountain
IRM
+$9.92M
5
BX icon
Blackstone
BX
+$9.14M

Sector Composition

1 Energy 15.31%
2 Technology 12.73%
3 Financials 9.26%
4 Industrials 5.75%
5 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.79M 0.11%
40,498
+11,648
202
$3.74M 0.11%
+45,020
203
$3.72M 0.11%
22,413
-2,589
204
$3.71M 0.11%
22,614
-1,371
205
$3.66M 0.11%
15,345
+14,077
206
$3.57M 0.1%
12,905
+428
207
$3.56M 0.1%
13,063
-5,213
208
$3.51M 0.1%
75,919
+47,189
209
$3.47M 0.1%
66,551
+26,665
210
$3.46M 0.1%
102,254
-61,942
211
$3.41M 0.1%
+30,749
212
$3.31M 0.1%
47,988
+39,215
213
$3.3M 0.1%
150,321
+102
214
$3.24M 0.09%
9,088
-53,477
215
$3.23M 0.09%
+17,743
216
$3.19M 0.09%
+89,533
217
$3.17M 0.09%
+11,572
218
$3.16M 0.09%
37,155
+1,886
219
$3.13M 0.09%
95,225
+9,672
220
$3.1M 0.09%
18,118
+2,690
221
$3.08M 0.09%
6,660
+1,131
222
$3.07M 0.09%
33,411
+824
223
$3.02M 0.09%
16,539
+3,847
224
$2.98M 0.09%
9,239
-13,832
225
$2.98M 0.09%
52,693
+629
7 8
9
10 11