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
776
$77.9K ﹤0.01%
+855
777
$77.5K ﹤0.01%
+914
778
$76.8K ﹤0.01%
+1,234
779
$76.5K ﹤0.01%
600
-14,034
780
$76.4K ﹤0.01%
+3,052
781
$76.3K ﹤0.01%
+2,567
782
$76.1K ﹤0.01%
+1,286
783
$75.4K ﹤0.01%
+230
784
$75.1K ﹤0.01%
+7,231
785
$75.1K ﹤0.01%
+1,675
786
$74.7K ﹤0.01%
+1,001
787
$74.3K ﹤0.01%
+2,560
788
$74.2K ﹤0.01%
8,183
-1,817
789
$73.9K ﹤0.01%
+1,584
790
$73.8K ﹤0.01%
+2,595
791
$73.6K ﹤0.01%
+652
792
$73.1K ﹤0.01%
+3,164
793
$72.9K ﹤0.01%
2,046
-7,765
794
$71.8K ﹤0.01%
+4,758
795
$71.6K ﹤0.01%
+2,703
796
$71.5K ﹤0.01%
+2,500
797
$71.3K ﹤0.01%
+2,349
798
$70.9K ﹤0.01%
+4,399
799
$70.2K ﹤0.01%
+806
800
$70K ﹤0.01%
+2,134