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
451
$693K 0.03%
+15,886
452
$690K 0.03%
+5,498
453
$690K 0.03%
+6,240
454
$688K 0.03%
+1,700
455
$686K 0.03%
+4,051
456
$682K 0.03%
+34,635
457
$677K 0.03%
+30,924
458
$673K 0.03%
+3,055
459
$663K 0.03%
+3,930
460
$658K 0.03%
+10,293
461
$653K 0.03%
+11,944
462
$650K 0.03%
+19,502
463
$649K 0.03%
+6,162
464
$644K 0.03%
+12,239
465
$643K 0.03%
+4,947
466
$641K 0.03%
+13,295
467
$639K 0.03%
+40,600
468
$630K 0.03%
+1,655
469
$626K 0.03%
+6,956
470
$626K 0.03%
+9,361
471
$625K 0.03%
+11,875
472
$622K 0.03%
+12,548
473
$622K 0.03%
+4,307
474
$611K 0.03%
+4,300
475
$609K 0.03%
+11,347
17 18
19
20 21