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
576
$352K 0.02%
+1,258
577
$351K 0.02%
+148
578
$351K 0.02%
+8,125
579
$351K 0.02%
+18,530
580
$350K 0.02%
+1,340
581
$348K 0.02%
+18,006
582
$343K 0.01%
+10,400
583
$342K 0.01%
+548
584
$341K 0.01%
+4,000
585
$341K 0.01%
+3,371
586
$340K 0.01%
+6,688
587
$337K 0.01%
+1,360
588
$335K 0.01%
+13,440
589
$334K 0.01%
+25,600
590
$331K 0.01%
+1,559
591
$329K 0.01%
+1,370
592
$329K 0.01%
+16,580
593
$327K 0.01%
+2,575
594
$327K 0.01%
+1,054
595
$326K 0.01%
+8,203
596
$325K 0.01%
+12,559
597
$324K 0.01%
+2,304
598
$322K 0.01%
+3,199
599
$317K 0.01%
+19,356
600
$312K 0.01%
+4,300
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