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
26
$12.9M 0.6%
168,072
+2,540
27
$12.6M 0.59%
68,905
-3,530
28
$12.1M 0.56%
143,975
-19,358
29
$12.1M 0.56%
446,520
-3,119
30
$11.1M 0.52%
220,842
-1,349
31
$10.7M 0.49%
27,804
+1,226
32
$10.5M 0.49%
50,599
-392
33
$10.3M 0.48%
570,900
+113,875
34
$10.1M 0.47%
66,424
+735
35
$10M 0.47%
38,115
+1,490
36
$10M 0.46%
96,055
+673
37
$9.98M 0.46%
253,259
-157,291
38
$9.96M 0.46%
89,790
-3,174
39
$9.76M 0.45%
153,440
+1,819
40
$9.67M 0.45%
118,323
+351
41
$9.6M 0.44%
108,840
+3,760
42
$9.48M 0.44%
166,294
+12,146
43
$9.28M 0.43%
20,321
+1,070
44
$9.19M 0.43%
499,064
-18,234
45
$8.82M 0.41%
266,398
-19,789
46
$8.74M 0.41%
50,299
-47
47
$8.65M 0.4%
120,205
+476
48
$8.59M 0.4%
94,634
-19,163
49
$8.5M 0.39%
31,927
+5,602
50
$8.29M 0.38%
44,203
-904
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