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
651
$162K 0.01%
2,090
-1,795
652
$162K 0.01%
+3,807
653
$162K 0.01%
+621
654
$160K 0.01%
14,770
-8,700
655
$160K 0.01%
+4,000
656
$158K 0.01%
+1,166
657
$157K 0.01%
+1,700
658
$156K 0.01%
+13,750
659
$155K 0.01%
+412
660
$152K 0.01%
11,363
+72
661
$152K 0.01%
+1,930
662
$151K 0.01%
+2,164
663
$150K 0.01%
+7,000
664
$150K 0.01%
20,000
-300
665
$150K 0.01%
+1,913
666
$149K 0.01%
+1,994
667
$146K 0.01%
+2,563
668
$145K 0.01%
+8,994
669
$145K 0.01%
+7,000
670
$145K 0.01%
+1,202
671
$144K 0.01%
+1,550
672
$144K 0.01%
+5,000
673
$144K 0.01%
8,500
-33,792
674
$143K 0.01%
+1,700
675
$143K 0.01%
+5,150
25 26
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