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
401
$912K 0.04%
+6,455
402
$907K 0.04%
+36,545
403
$900K 0.04%
+42,500
404
$899K 0.04%
+15,038
405
$887K 0.04%
+21,593
406
$886K 0.04%
+18,768
407
$874K 0.04%
+11,032
408
$873K 0.04%
+7,670
409
$868K 0.04%
+15,290
410
$868K 0.04%
+190,000
411
$862K 0.04%
+45,600
412
$860K 0.04%
+3,780
413
$860K 0.04%
+29,100
414
$849K 0.04%
+1,365
415
$846K 0.04%
+3,207
416
$835K 0.04%
+8,254
417
$833K 0.04%
+16,387
418
$830K 0.04%
+11,252
419
$823K 0.04%
+3,432
420
$820K 0.04%
+28,376
421
$818K 0.04%
+50,503
422
$809K 0.04%
+8,544
423
$807K 0.04%
+32,822
424
$802K 0.03%
+15,006
425
$799K 0.03%
+56,607
15 16
17
18 19