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
626
$181K 0.01%
+300
627
$181K 0.01%
1,248
-102
628
$180K 0.01%
+406
629
$179K 0.01%
+731
630
$178K 0.01%
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631
$177K 0.01%
+2,315
632
$175K 0.01%
+707
633
$175K 0.01%
+522
634
$175K 0.01%
5,607
-4,050
635
$175K 0.01%
4,239
-861
636
$173K 0.01%
+1,660
637
$173K 0.01%
+4,202
638
$173K 0.01%
+4,450
639
$171K 0.01%
+3,961
640
$171K 0.01%
+9,600
641
$171K 0.01%
+505
642
$170K 0.01%
+2,162
643
$170K 0.01%
1,569
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644
$168K 0.01%
2,022
-2,797
645
$168K 0.01%
+1,953
646
$166K 0.01%
3,817
-1,490
647
$166K 0.01%
1,519
-630
648
$164K 0.01%
+2,794
649
$164K 0.01%
+16,000
650
$163K 0.01%
811
-603
24 25
26
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