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
376
$757K 0.04%
73,198
377
$755K 0.04%
25,388
-1,579
378
$748K 0.03%
8,193
-75
379
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-634
380
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6,045
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381
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8,676
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382
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44,087
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383
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+27
384
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385
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84,365
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386
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10,491
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8,681
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389
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70,345
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390
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13,300
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391
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392
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393
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394
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2,581
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396
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20,510
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397
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5,435
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398
$679K 0.03%
6,026
+29
399
$679K 0.03%
+24,272
400
$677K 0.03%
19,547
-10,100
14 15
16
17 18