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
351
$882K 0.04%
17,052
+400
352
$876K 0.04%
8,821
+3,249
353
$876K 0.04%
101,729
+11,449
354
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5,573
+745
355
$869K 0.04%
25,806
-800
356
$868K 0.04%
15,657
-1,100
357
$865K 0.04%
4,176
+23
358
$857K 0.04%
14,880
+2,841
359
$856K 0.04%
14,781
+2
360
$852K 0.04%
68,214
-1,000
361
$852K 0.04%
26,800
362
$849K 0.04%
5,534
-341
363
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5,512
+5
364
$829K 0.04%
7,500
365
$818K 0.04%
+19,970
366
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12,350
-5,697
367
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18,002
-675
368
$804K 0.04%
8,021
+400
369
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35,835
+20,350
370
$792K 0.04%
4,545
+2,629
371
$780K 0.04%
15,010
-3,600
372
$780K 0.04%
+20,000
373
$771K 0.04%
3,640
+225
374
$762K 0.04%
230,179
-153,452
375
$761K 0.04%
70,638
13 14
15
16 17