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
551
$272K 0.01%
4,235
+58
552
$272K 0.01%
7,625
-500
553
$268K 0.01%
12,198
-2,631
554
$268K 0.01%
3,194
+222
555
$268K 0.01%
9,500
-4,250
556
$265K 0.01%
12,149
-2,428
557
$265K 0.01%
+12,520
558
$264K 0.01%
13,030
-14
559
$262K 0.01%
4,474
560
$260K 0.01%
8,658
-435
561
$258K 0.01%
+7,817
562
$256K 0.01%
4,238
+212
563
$255K 0.01%
1,823
564
$253K 0.01%
+2,964
565
$252K 0.01%
10,310
+413
566
$250K 0.01%
11,354
-2,046
567
$247K 0.01%
+4,661
568
$245K 0.01%
35,000
+5,000
569
$239K 0.01%
3,960
-100
570
$238K 0.01%
5,000
571
$237K 0.01%
+1,391
572
$236K 0.01%
12,144
-15,085
573
$233K 0.01%
+10,453
574
$232K 0.01%
2,451
-2,547
575
$231K 0.01%
+932
21 22
23
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