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
351
$1.2M 0.05%
+9,702
352
$1.2M 0.05%
+42,500
353
$1.2M 0.05%
+22,574
354
$1.19M 0.05%
+80,759
355
$1.18M 0.05%
+10,219
356
$1.17M 0.05%
+63,022
357
$1.17M 0.05%
+38,993
358
$1.17M 0.05%
+20,470
359
$1.15M 0.05%
+50,249
360
$1.15M 0.05%
+13,950
361
$1.15M 0.05%
+28,762
362
$1.13M 0.05%
+113,268
363
$1.12M 0.05%
+38,111
364
$1.12M 0.05%
+9,985
365
$1.11M 0.05%
+15,733
366
$1.11M 0.05%
+60,500
367
$1.11M 0.05%
+28,183
368
$1.09M 0.05%
+6,365
369
$1.08M 0.05%
+1,455
370
$1.08M 0.05%
+22,884
371
$1.06M 0.05%
+13,580
372
$1.05M 0.05%
+10,839
373
$1.04M 0.05%
+14,664
374
$1.04M 0.05%
+10,092
375
$1.04M 0.05%
+41,780
13 14
15
16 17