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
276
$1.73M 0.08%
+9,981
277
$1.72M 0.07%
+34,444
278
$1.72M 0.07%
+81,400
279
$1.72M 0.07%
+178,940
280
$1.71M 0.07%
+68,493
281
$1.71M 0.07%
+168,149
282
$1.7M 0.07%
+84,300
283
$1.7M 0.07%
+29,918
284
$1.67M 0.07%
+27,517
285
$1.67M 0.07%
+84,201
286
$1.67M 0.07%
+103,209
287
$1.65M 0.07%
+86,241
288
$1.64M 0.07%
+26,633
289
$1.64M 0.07%
+162,201
290
$1.64M 0.07%
+22,373
291
$1.63M 0.07%
+13,851
292
$1.62M 0.07%
+114,101
293
$1.62M 0.07%
+50,097
294
$1.61M 0.07%
+197,000
295
$1.6M 0.07%
+15,191
296
$1.6M 0.07%
+19,707
297
$1.59M 0.07%
+80,850
298
$1.59M 0.07%
+33,896
299
$1.59M 0.07%
+91,800
300
$1.59M 0.07%
+80,000
10 11
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