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
401
$676K 0.03%
18,632
+4,745
402
$674K 0.03%
10,409
+1,928
403
$671K 0.03%
6,154
404
$659K 0.03%
10,460
-770
405
$651K 0.03%
2,714
+106
406
$642K 0.03%
2,962
+890
407
$642K 0.03%
3,369
+2,074
408
$641K 0.03%
21,242
+1,447
409
$632K 0.03%
9,097
-19,855
410
$631K 0.03%
6,427
+3,991
411
$630K 0.03%
7,517
+2,431
412
$628K 0.03%
11,946
+2,323
413
$627K 0.03%
884
-118
414
$626K 0.03%
63,250
415
$623K 0.03%
41,730
-339
416
$623K 0.03%
44,868
+14,284
417
$621K 0.03%
+861
418
$611K 0.03%
10,770
+120
419
$602K 0.03%
13,240
+4,200
420
$599K 0.03%
+22,460
421
$599K 0.03%
18,490
-860
422
$597K 0.03%
48,262
423
$594K 0.03%
17,756
424
$592K 0.03%
4,270
+30
425
$576K 0.03%
40,270
15 16
17
18 19