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
501
$359K 0.02%
43,616
+9,500
502
$358K 0.02%
24,831
+14,800
503
$355K 0.02%
+10,117
504
$354K 0.02%
3,649
-14,214
505
$353K 0.02%
6,436
-3,000
506
$351K 0.02%
+18,522
507
$347K 0.02%
4,634
+429
508
$343K 0.02%
5,715
+20
509
$343K 0.02%
96,101
-59,803
510
$342K 0.02%
+8,545
511
$341K 0.02%
6,912
512
$340K 0.02%
1,015
+122
513
$339K 0.02%
1,439
+112
514
$338K 0.02%
3,859
-334
515
$336K 0.02%
2,300
516
$334K 0.02%
1,940
-289
517
$334K 0.02%
3,084
+936
518
$330K 0.02%
+19,537
519
$326K 0.02%
2,062
+37
520
$324K 0.02%
+16,817
521
$321K 0.01%
1,261
522
$317K 0.01%
9,535
-4,156
523
$316K 0.01%
10,816
+1,793
524
$315K 0.01%
8,442
-5,096
525
$313K 0.01%
5,374
-343
19 20
21
22 23