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
526
$453K 0.02%
+9,271
527
$447K 0.02%
+1,568
528
$446K 0.02%
+7,989
529
$446K 0.02%
+1,236
530
$443K 0.02%
+21,360
531
$442K 0.02%
+12,981
532
$438K 0.02%
+10,511
533
$437K 0.02%
+1,780
534
$436K 0.02%
+1,317
535
$429K 0.02%
+1,608
536
$427K 0.02%
+8,413
537
$425K 0.02%
+2,418
538
$423K 0.02%
+1,174
539
$421K 0.02%
+24,770
540
$420K 0.02%
+30,125
541
$413K 0.02%
+1,702
542
$413K 0.02%
+29,909
543
$408K 0.02%
+4,487
544
$405K 0.02%
+10,500
545
$401K 0.02%
+18,726
546
$400K 0.02%
+9,378
547
$397K 0.02%
+27,355
548
$397K 0.02%
+613
549
$395K 0.02%
+3,560
550
$394K 0.02%
+1,593
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