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
451
$500K 0.02%
+10,250
452
$494K 0.02%
9,916
453
$492K 0.02%
57,638
+75
454
$490K 0.02%
13,025
-521
455
$487K 0.02%
21,149
+3,214
456
$486K 0.02%
26,021
+13,320
457
$485K 0.02%
46,954
+1,022
458
$482K 0.02%
10,524
459
$481K 0.02%
6,459
+2,923
460
$478K 0.02%
1,940
461
$478K 0.02%
42,154
+6,476
462
$475K 0.02%
6,465
463
$473K 0.02%
+31,988
464
$472K 0.02%
23,763
-1,927
465
$472K 0.02%
+8,351
466
$471K 0.02%
10,673
-217
467
$470K 0.02%
1,908
+23
468
$464K 0.02%
2,229
-133
469
$460K 0.02%
4,538
+74
470
$457K 0.02%
3,078
471
$457K 0.02%
8,000
-1,360
472
$456K 0.02%
38,000
473
$455K 0.02%
11,703
-26,307
474
$454K 0.02%
3,787
-50
475
$452K 0.02%
6,873
+10
17 18
19
20 21