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
426
$799K 0.03%
+2,549
427
$798K 0.03%
+7,357
428
$795K 0.03%
+16,545
429
$794K 0.03%
+20,249
430
$794K 0.03%
+5,315
431
$789K 0.03%
+125,336
432
$780K 0.03%
+7,665
433
$778K 0.03%
+7,052
434
$771K 0.03%
+7,062
435
$768K 0.03%
+11,606
436
$767K 0.03%
+13,750
437
$764K 0.03%
+81,380
438
$757K 0.03%
+4,620
439
$748K 0.03%
+11,436
440
$741K 0.03%
+12,742
441
$739K 0.03%
+16,691
442
$732K 0.03%
+1,177
443
$726K 0.03%
+8,915
444
$721K 0.03%
+14,257
445
$720K 0.03%
+9,330
446
$715K 0.03%
+9,360
447
$706K 0.03%
+5,210
448
$705K 0.03%
+7,613
449
$702K 0.03%
+14,626
450
$701K 0.03%
+8,964
16 17
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