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
726
$108K 0.01%
+3,620
727
$108K 0.01%
+4,409
728
$108K 0.01%
+270
729
$107K 0.01%
+607
730
$105K ﹤0.01%
+1,200
731
$105K ﹤0.01%
+4,700
732
$105K ﹤0.01%
+407
733
$105K ﹤0.01%
+1,559
734
$105K ﹤0.01%
+4,125
735
$104K ﹤0.01%
+825
736
$101K ﹤0.01%
+514
737
$100K ﹤0.01%
59,600
-9,000
738
$99.9K ﹤0.01%
+2,270
739
$99.6K ﹤0.01%
10,007
740
$98.5K ﹤0.01%
+2,036
741
$97.8K ﹤0.01%
+2,645
742
$95.4K ﹤0.01%
+3,232
743
$95.3K ﹤0.01%
+1,973
744
$95K ﹤0.01%
+1,352
745
$94.7K ﹤0.01%
+2,400
746
$93K ﹤0.01%
+1,648
747
$92.4K ﹤0.01%
+4,000
748
$91.1K ﹤0.01%
+1,967
749
$89.6K ﹤0.01%
+3,190
750
$88.8K ﹤0.01%
+1,164
28 29
30
31 32