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
676
$142K 0.01%
+3,000
677
$142K 0.01%
+1,715
678
$140K 0.01%
+3,027
679
$140K 0.01%
+1,477
680
$135K 0.01%
+1,937
681
$135K 0.01%
+4,801
682
$134K 0.01%
+775
683
$134K 0.01%
+1,703
684
$134K 0.01%
+505
685
$134K 0.01%
+7,450
686
$133K 0.01%
+2,332
687
$133K 0.01%
+2,930
688
$132K 0.01%
+7,346
689
$131K 0.01%
+1,250
690
$131K 0.01%
+2,727
691
$129K 0.01%
27,805
692
$128K 0.01%
19,287
693
$127K 0.01%
+2,028
694
$127K 0.01%
+4,203
695
$126K 0.01%
+1,977
696
$126K 0.01%
+1,605
697
$126K 0.01%
+2,000
698
$126K 0.01%
4,130
-4,428
699
$125K 0.01%
+879
700
$124K 0.01%
+5,020
26 27
28
29 30