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
701
$83K ﹤0.01%
+34,000
702
$82K ﹤0.01%
+1,350
703
$80K ﹤0.01%
+10,000
704
$71K ﹤0.01%
+12,500
705
$63K ﹤0.01%
+10,033
706
$55K ﹤0.01%
+17
707
$52K ﹤0.01%
+13,012
708
0