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
$2.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$53.9M
3
+$45.2M
4
HPK icon
HighPeak Energy
HPK
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.3%
2 Financials 10.23%
3 Energy 9.55%
4 Healthcare 7.94%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.94M 0.08%
+25,032
252
$1.94M 0.08%
+146,243
253
$1.94M 0.08%
+23,173
254
$1.93M 0.08%
+64,683
255
$1.93M 0.08%
+19,731
256
$1.9M 0.08%
+85,147
257
$1.89M 0.08%
+11,256
258
$1.89M 0.08%
+48,127
259
$1.87M 0.08%
+72,222
260
$1.87M 0.08%
+38,342
261
$1.85M 0.08%
+6,762
262
$1.85M 0.08%
+26,010
263
$1.85M 0.08%
+18,328
264
$1.83M 0.08%
+7,095
265
$1.82M 0.08%
+21,294
266
$1.81M 0.08%
+26,058
267
$1.81M 0.08%
+5,353
268
$1.81M 0.08%
+139,420
269
$1.78M 0.08%
+38,632
270
$1.77M 0.08%
+11,523
271
$1.76M 0.08%
+22,811
272
$1.76M 0.08%
+53,901
273
$1.75M 0.08%
+80,475
274
$1.74M 0.08%
+68,083
275
$1.74M 0.08%
+82,963
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