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
576
$229K 0.01%
2,980
577
$228K 0.01%
2,639
578
$227K 0.01%
10,821
-2,565
579
$227K 0.01%
27,200
-3,500
580
$225K 0.01%
+7,151
581
$223K 0.01%
3,597
582
$223K 0.01%
13,850
-802
583
$223K 0.01%
+10,350
584
$222K 0.01%
+4,100
585
$221K 0.01%
5,715
-15,885
586
$221K 0.01%
+2,147
587
$220K 0.01%
1,515
-239
588
$216K 0.01%
+4,010
589
$216K 0.01%
2,614
-1,594
590
$214K 0.01%
3,382
-748
591
$214K 0.01%
15,800
+5,200
592
$213K 0.01%
17,215
593
$212K 0.01%
+6,854
594
$211K 0.01%
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595
$210K 0.01%
+104
596
$208K 0.01%
4,079
-241
597
$205K 0.01%
+3,000
598
$204K 0.01%
+524
599
$204K 0.01%
+5,576
600
$203K 0.01%
+3,936
22 23
24
25 26