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
301
$1.2M 0.06%
42,398
-2,735
302
$1.18M 0.05%
17,799
-2,548
303
$1.17M 0.05%
34,297
+413
304
$1.17M 0.05%
30,785
-8,528
305
$1.16M 0.05%
27,948
306
$1.14M 0.05%
109,972
+82,872
307
$1.14M 0.05%
70,675
-16,300
308
$1.13M 0.05%
14,821
+100
309
$1.12M 0.05%
7,636
+200
310
$1.12M 0.05%
52,773
311
$1.12M 0.05%
4,820
312
$1.12M 0.05%
69,510
+29,846
313
$1.11M 0.05%
50,357
-72,043
314
$1.1M 0.05%
15,514
+6,045
315
$1.08M 0.05%
93,917
316
$1.08M 0.05%
93,213
+17,710
317
$1.08M 0.05%
20,601
-3,690
318
$1.07M 0.05%
58,584
-14,384
319
$1.07M 0.05%
14,262
-842
320
$1.05M 0.05%
30,177
+623
321
$1.05M 0.05%
10,219
322
$1.04M 0.05%
65,294
+14,345
323
$1.04M 0.05%
57,752
-3,973
324
$1.03M 0.05%
23,425
+6,825
325
$1.02M 0.05%
4,166
-108
11 12
13
14 15