USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.42B
1-Year Return
15.04%
This Quarter Return
-1.49%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
–
10 Year Return
–
AUM
$2.3B
AUM Growth
–
Cap. Flow
+$2.3B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.58%
Holding
708
New
707
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$135M |
| 2 |
Apple
AAPL
|
$53.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$45.2M |
| 4 |
HighPeak Energy
HPK
|
$45M |
| 5 |
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% |
