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
551
$392K 0.02%
+3,745
552
$392K 0.02%
+4,176
553
$391K 0.02%
+4,324
554
$390K 0.02%
+22,094
555
$390K 0.02%
+3,250
556
$388K 0.02%
+1,726
557
$387K 0.02%
+4,800
558
$387K 0.02%
+3,582
559
$387K 0.02%
+7,713
560
$385K 0.02%
+2,760
561
$381K 0.02%
+6,391
562
$377K 0.02%
+620
563
$375K 0.02%
+5,500
564
$375K 0.02%
+1,588
565
$374K 0.02%
+20,000
566
$372K 0.02%
+6,407
567
$369K 0.02%
+4,585
568
$367K 0.02%
+10,100
569
$367K 0.02%
+1,313
570
$365K 0.02%
+1,750
571
$365K 0.02%
+1,866
572
$361K 0.02%
+6,691
573
$360K 0.02%
+5,010
574
$359K 0.02%
+6,097
575
$354K 0.02%
+23,800
21 22
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