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
801
$69.9K ﹤0.01%
+2,033
802
$69.7K ﹤0.01%
+919
803
$69.3K ﹤0.01%
+1,445
804
$68.9K ﹤0.01%
+2,583
805
$68K ﹤0.01%
+2,300
806
$67.7K ﹤0.01%
+309
807
$67.5K ﹤0.01%
+1,320
808
$66.8K ﹤0.01%
+1,521
809
$66.8K ﹤0.01%
+1,600
810
$66.6K ﹤0.01%
+1,164
811
$66.4K ﹤0.01%
+283
812
$66.2K ﹤0.01%
+1,355
813
$66.1K ﹤0.01%
+1,270
814
$66K ﹤0.01%
30,000
815
$65.9K ﹤0.01%
+1,782
816
$65.4K ﹤0.01%
+389
817
$65.3K ﹤0.01%
+1,124
818
$65.3K ﹤0.01%
5,675
-7,678
819
$65.1K ﹤0.01%
+2,190
820
$64.9K ﹤0.01%
+1,000
821
$64.8K ﹤0.01%
+2,097
822
$64.4K ﹤0.01%
865
-17,628
823
$64.1K ﹤0.01%
+2,104
824
$63.9K ﹤0.01%
+499
825
$62.6K ﹤0.01%
+2,107
31 32
33
34 35