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
526
$311K 0.01%
46,461
-113,237
527
$307K 0.01%
7,914
+1,770
528
$306K 0.01%
20,457
529
$306K 0.01%
+11,267
530
$303K 0.01%
1,278
+88
531
$303K 0.01%
11,625
532
$303K 0.01%
1,485
+126
533
$301K 0.01%
6,080
-1,500
534
$299K 0.01%
30,000
535
$297K 0.01%
18,780
536
$293K 0.01%
36,403
-11,498
537
$293K 0.01%
+2,007
538
$291K 0.01%
1,673
+7
539
$288K 0.01%
+4,460
540
$287K 0.01%
+8,100
541
$286K 0.01%
2,791
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542
$285K 0.01%
+5,862
543
$284K 0.01%
63,628
-144,250
544
$284K 0.01%
1,688
+318
545
$283K 0.01%
1,725
+17
546
$282K 0.01%
2,564
-140
547
$280K 0.01%
6,875
+131
548
$279K 0.01%
2,866
+90
549
$275K 0.01%
5,681
-2,067
550
$273K 0.01%
17,398
-2,600
20 21
22
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