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
601
$202K 0.01%
+9,376
602
$202K 0.01%
+3,154
603
$201K 0.01%
10,094
-7
604
$199K 0.01%
+1,908
605
$198K 0.01%
16,344
-4,012
606
$198K 0.01%
1,768
607
$197K 0.01%
+1,450
608
$196K 0.01%
13,921
609
$196K 0.01%
1,667
-14,087
610
$194K 0.01%
+1,039
611
$194K 0.01%
+1,893
612
$194K 0.01%
+4,146
613
$192K 0.01%
+1,820
614
$192K 0.01%
21,593
615
$189K 0.01%
+1,434
616
$189K 0.01%
1,131
-603
617
$188K 0.01%
12,507
+386
618
$188K 0.01%
+1,685
619
$188K 0.01%
+7,953
620
$188K 0.01%
+400
621
$185K 0.01%
260
622
$184K 0.01%
+3,270
623
$184K 0.01%
10,094
624
$182K 0.01%
+3,944
625
$182K 0.01%
7,498
-6,798
23 24
25
26 27