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
476
$608K 0.03%
+5,688
477
$603K 0.03%
+32,552
478
$600K 0.03%
+24,000
479
$599K 0.03%
+19,254
480
$599K 0.03%
+5,026
481
$594K 0.03%
+12,080
482
$593K 0.03%
+28,065
483
$586K 0.03%
+10,610
484
$582K 0.03%
+7,524
485
$580K 0.03%
+14,828
486
$579K 0.03%
+15,751
487
$572K 0.02%
+3,400
488
$562K 0.02%
+4,617
489
$554K 0.02%
+69,200
490
$551K 0.02%
+3,072
491
$547K 0.02%
+160,049
492
$546K 0.02%
+6,257
493
$543K 0.02%
+12,226
494
$540K 0.02%
+12,308
495
$538K 0.02%
+9,818
496
$534K 0.02%
+4,054
497
$532K 0.02%
+2,558
498
$526K 0.02%
+20,425
499
$524K 0.02%
+45,650
500
$523K 0.02%
+13,228
18 19
20
21 22