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
701
$122K 0.01%
+5,645
702
$121K 0.01%
+1,785
703
$121K 0.01%
+3,485
704
$120K 0.01%
+1,045
705
$119K 0.01%
+890
706
$119K 0.01%
+3,150
707
$119K 0.01%
+1,284
708
$119K 0.01%
74,106
709
$118K 0.01%
+2,493
710
$117K 0.01%
11,500
711
$117K 0.01%
+1,848
712
$117K 0.01%
+1,173
713
$117K 0.01%
+824
714
$115K 0.01%
+1,703
715
$114K 0.01%
+2,184
716
$114K 0.01%
+1,719
717
$112K 0.01%
+1,578
718
$111K 0.01%
+6,475
719
$111K 0.01%
+3,200
720
$111K 0.01%
+3,571
721
$110K 0.01%
11,099
722
$110K 0.01%
+1,123
723
$109K 0.01%
+5,000
724
$109K 0.01%
+2,590
725
$108K 0.01%
+764
27 28
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