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
$2.16B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,623
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$17.9M
3
+$2.9M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$2.81M
5
CTRA icon
Coterra Energy
CTRA
+$2.75M

Top Sells

1
+$21.3M
2
+$11.7M
3
+$7.29M
4
DUK icon
Duke Energy
DUK
+$7.23M
5
VZ icon
Verizon
VZ
+$6.2M

Sector Composition

1 Energy 19.9%
2 Technology 9.12%
3 Healthcare 7.6%
4 Financials 7.25%
5 Industrials 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.79M 0.08%
17,685
-1,708
227
$1.78M 0.08%
29,575
-29
228
$1.78M 0.08%
9,319
-10,185
229
$1.76M 0.08%
49,222
-828
230
$1.73M 0.08%
43,975
-1,266
231
$1.72M 0.08%
215,579
-50,410
232
$1.71M 0.08%
95,897
+10,000
233
$1.71M 0.08%
+160,945
234
$1.71M 0.08%
42,726
+35,068
235
$1.7M 0.08%
133,597
+2,600
236
$1.68M 0.08%
4,992
-728
237
$1.67M 0.08%
38,990
+850
238
$1.67M 0.08%
260,768
-15,055
239
$1.67M 0.08%
14,777
+49
240
$1.66M 0.08%
12,136
+432
241
$1.65M 0.08%
42,500
242
$1.63M 0.08%
121,417
-6,730
243
$1.6M 0.07%
168,642
+18,975
244
$1.59M 0.07%
80,000
245
$1.58M 0.07%
38,066
-4,787
246
$1.58M 0.07%
15,895
+4,057
247
$1.57M 0.07%
196,134
-196,134
248
$1.57M 0.07%
11,554
-15
249
$1.57M 0.07%
122,720
+29,450
250
$1.57M 0.07%
10,946
+196
8 9
10
11 12