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
751
$88.5K ﹤0.01%
+1,954
752
$88.5K ﹤0.01%
+1,070
753
$87.9K ﹤0.01%
+3,665
754
$87.6K ﹤0.01%
+1,652
755
$87.3K ﹤0.01%
+1,417
756
$87.1K ﹤0.01%
+2,200
757
$87.1K ﹤0.01%
+1,340
758
$87K ﹤0.01%
14,500
+2,000
759
$86.9K ﹤0.01%
+2,000
760
$86.9K ﹤0.01%
+1,355
761
$86.6K ﹤0.01%
+3,008
762
$86.5K ﹤0.01%
+1,620
763
$86.4K ﹤0.01%
+1,053
764
$85.2K ﹤0.01%
+4,000
765
$84.6K ﹤0.01%
+981
766
$84.5K ﹤0.01%
+1,334
767
$81.7K ﹤0.01%
+4,841
768
$80.9K ﹤0.01%
+1,016
769
$80K ﹤0.01%
+196
770
$78.9K ﹤0.01%
+720
771
$78.8K ﹤0.01%
+281
772
$78.7K ﹤0.01%
+2,540
773
$78.6K ﹤0.01%
+2,765
774
$78.6K ﹤0.01%
+1,416
775
$78.5K ﹤0.01%
+1,724
29 30
31
32 33