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
476
$446K 0.02%
8,825
-396
477
$445K 0.02%
9,701
-257
478
$444K 0.02%
3,000
479
$443K 0.02%
+18,441
480
$440K 0.02%
35,870
+6,150
481
$440K 0.02%
27,267
+86
482
$435K 0.02%
53,240
-31,751
483
$431K 0.02%
38,696
+26,924
484
$427K 0.02%
1,333
+173
485
$425K 0.02%
5,657
-5,497
486
$423K 0.02%
+28,460
487
$413K 0.02%
3,053
-155
488
$412K 0.02%
27,992
-2,970
489
$411K 0.02%
10,400
490
$409K 0.02%
34,357
-750
491
$407K 0.02%
15,191
-34,301
492
$394K 0.02%
27,949
+1,500
493
$392K 0.02%
+1,776
494
$389K 0.02%
12,829
-381
495
$389K 0.02%
+9,144
496
$385K 0.02%
7,628
-156
497
$384K 0.02%
3,250
498
$382K 0.02%
6,305
-692
499
$377K 0.02%
8,822
+91
500
$368K 0.02%
17,025
+6,000
18 19
20
21 22