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
51
$10.1M 0.44%
+22,438
52
$10.1M 0.44%
+193,091
53
$10M 0.44%
+66,104
54
$9.72M 0.42%
+250,441
55
$9.6M 0.42%
+49,933
56
$9.53M 0.41%
+116,544
57
$9.49M 0.41%
+134,475
58
$9.27M 0.4%
+21,505
59
$8.77M 0.38%
+355,906
60
$8.76M 0.38%
+125,966
61
$8.57M 0.37%
+32,939
62
$8.46M 0.37%
+472,641
63
$8.39M 0.36%
+96,352
64
$8.29M 0.36%
+21,204
65
$8.13M 0.35%
+171,359
66
$8.04M 0.35%
+23,124
67
$7.94M 0.34%
+34,696
68
$7.83M 0.34%
+126,362
69
$7.81M 0.34%
+95,546
70
$7.76M 0.34%
+129,663
71
$7.66M 0.33%
+164,889
72
$7.64M 0.33%
+160,051
73
$7.56M 0.33%
+42,086
74
$7.52M 0.33%
+56,810
75
$7.33M 0.32%
+36,153
1 2
3
4 5