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
51
$8.01M 0.37%
175,301
-22,039
52
$7.98M 0.37%
199,672
-957
53
$7.92M 0.37%
72,050
+1,568
54
$7.83M 0.36%
659,351
+18,464
55
$7.77M 0.36%
107,996
-1,185
56
$7.77M 0.36%
92,634
+2,607
57
$7.65M 0.35%
75,545
-41,945
58
$7.62M 0.35%
42,773
+2,846
59
$7.5M 0.35%
149,449
+41,674
60
$7.49M 0.35%
158,451
-2,355
61
$7.26M 0.34%
41,830
-963
62
$7.24M 0.34%
79,488
+24,789
63
$7.2M 0.33%
62,319
+3,949
64
$7.18M 0.33%
188,951
+12,653
65
$6.89M 0.32%
21,812
-3,259
66
$6.76M 0.31%
73,989
67
$6.68M 0.31%
152,197
-2,322
68
$6.67M 0.31%
43,987
+3,635
69
$6.61M 0.31%
201,231
+62,520
70
$6.57M 0.3%
18,886
-1,529
71
$6.56M 0.3%
14
72
$6.54M 0.3%
106,329
+1,925
73
$6.54M 0.3%
38,538
-10,956
74
$6.45M 0.3%
62,612
-70,208
75
$6.42M 0.3%
45,705
+3,380
1 2
3
4 5