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
326
$1.02M 0.05%
24,845
-32,136
327
$1.01M 0.05%
22,366
+3,065
328
$998K 0.05%
13,435
+42
329
$998K 0.05%
4,177
+3,291
330
$982K 0.05%
7,405
331
$977K 0.05%
67,875
+23,925
332
$972K 0.05%
19,312
+280
333
$967K 0.04%
3,029
-355
334
$960K 0.04%
7,241
-507
335
$950K 0.04%
21,115
-3,900
336
$949K 0.04%
12,733
-203
337
$946K 0.04%
7,679
+1,060
338
$943K 0.04%
84,670
-83,971
339
$931K 0.04%
18,196
+1,212
340
$915K 0.04%
1,675
+175
341
$915K 0.04%
6,969
+4,399
342
$912K 0.04%
13,688
-243
343
$911K 0.04%
28,183
-19,525
344
$905K 0.04%
20,000
-2,500
345
$902K 0.04%
36,427
+175
346
$900K 0.04%
8,932
-89
347
$897K 0.04%
22,066
-90
348
$896K 0.04%
6,290
+713
349
$895K 0.04%
36,850
350
$886K 0.04%
+32,479
12 13
14
15 16