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
651
$240K 0.01%
+4,643
652
$239K 0.01%
+4,609
653
$239K 0.01%
+790
654
$238K 0.01%
+1,647
655
$237K 0.01%
+2,980
656
$236K 0.01%
+2,695
657
$236K 0.01%
+1,003
658
$235K 0.01%
+4,810
659
$234K 0.01%
+6,303
660
$233K 0.01%
+6,750
661
$232K 0.01%
+4,916
662
$231K 0.01%
+3,061
663
$230K 0.01%
+5,000
664
$229K 0.01%
+10,758
665
$228K 0.01%
+58,340
666
$225K 0.01%
+1,000
667
$223K 0.01%
+2,958
668
$221K 0.01%
+3,000
669
$219K 0.01%
+1,734
670
$218K 0.01%
+12,000
671
$218K 0.01%
+1,570
672
$216K 0.01%
+1,116
673
$216K 0.01%
+2,250
674
$215K 0.01%
+7,268
675
$215K 0.01%
+20,690
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