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
276
$1.36M 0.06%
8,546
+400
277
$1.35M 0.06%
34,688
-245
278
$1.33M 0.06%
114,548
-51,461
279
$1.33M 0.06%
51,194
-11,108
280
$1.32M 0.06%
73,000
281
$1.31M 0.06%
76,800
+2,500
282
$1.29M 0.06%
72,441
-1,941
283
$1.29M 0.06%
26,047
-2,851
284
$1.28M 0.06%
15,424
-257
285
$1.28M 0.06%
44,065
+195
286
$1.27M 0.06%
68,756
287
$1.27M 0.06%
29,415
-454
288
$1.26M 0.06%
19,642
289
$1.26M 0.06%
5,732
290
$1.26M 0.06%
55,154
+1,012
291
$1.24M 0.06%
50,362
-6,669
292
$1.23M 0.06%
18,935
-866
293
$1.23M 0.06%
+40,858
294
$1.22M 0.06%
36,295
-1,016
295
$1.22M 0.06%
60,000
296
$1.22M 0.06%
35,000
-7,500
297
$1.2M 0.06%
17,734
+1,498
298
$1.2M 0.06%
37,793
299
$1.2M 0.06%
138,100
+34,600
300
$1.2M 0.06%
+11,363
10 11
12
13 14