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
251
$1.56M 0.07%
26,733
+11,591
252
$1.56M 0.07%
4,699
-113
253
$1.55M 0.07%
16,167
-24,565
254
$1.55M 0.07%
34,674
+16,000
255
$1.54M 0.07%
20,043
-9,600
256
$1.53M 0.07%
137,655
-103
257
$1.52M 0.07%
10,262
-151
258
$1.5M 0.07%
50,000
259
$1.48M 0.07%
162,113
+8,790
260
$1.48M 0.07%
10,095
+144
261
$1.48M 0.07%
7,827
+6,534
262
$1.47M 0.07%
39,991
-278
263
$1.47M 0.07%
34,060
+29
264
$1.45M 0.07%
55,463
265
$1.45M 0.07%
63,794
+12,740
266
$1.44M 0.07%
10,620
+1,914
267
$1.43M 0.07%
57,085
268
$1.43M 0.07%
13,571
+1,580
269
$1.42M 0.07%
40,386
-7,016
270
$1.42M 0.07%
16,669
+3
271
$1.41M 0.07%
66,856
+8,203
272
$1.41M 0.07%
+31,220
273
$1.37M 0.06%
85,500
274
$1.36M 0.06%
24,290
-4,850
275
$1.36M 0.06%
3,820
-37
9 10
11
12 13