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
601
$308K 0.01%
+1,534
602
$306K 0.01%
+606
603
$305K 0.01%
+13,549
604
$305K 0.01%
+20,080
605
$305K 0.01%
+5,135
606
$303K 0.01%
+11,419
607
$301K 0.01%
+2,150
608
$299K 0.01%
+30,000
609
$297K 0.01%
+1,100
610
$292K 0.01%
+4,160
611
$291K 0.01%
+14,172
612
$289K 0.01%
+8,828
613
$288K 0.01%
+4,671
614
$287K 0.01%
+6,975
615
$285K 0.01%
+5,681
616
$282K 0.01%
+2,619
617
$281K 0.01%
+18,940
618
$280K 0.01%
+4,771
619
$279K 0.01%
+3,693
620
$277K 0.01%
+4,986
621
$277K 0.01%
+3,250
622
$277K 0.01%
+651
623
$274K 0.01%
+20,542
624
$273K 0.01%
+7,353
625
$273K 0.01%
+7,125
23 24
25
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