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
826
$62.6K ﹤0.01%
+1,740
827
$62.5K ﹤0.01%
+599
828
$62.2K ﹤0.01%
+2,299
829
$62K ﹤0.01%
+1,214
830
$61.9K ﹤0.01%
+784
831
$61.6K ﹤0.01%
+287
832
$61.4K ﹤0.01%
+1,000
833
$61K ﹤0.01%
+497
834
$60.9K ﹤0.01%
+2,151
835
$60.6K ﹤0.01%
+1,332
836
$60.5K ﹤0.01%
+641
837
$60.5K ﹤0.01%
+645
838
$60.4K ﹤0.01%
+2,164
839
$60.4K ﹤0.01%
+8,000
840
$60.4K ﹤0.01%
1,550
-20,239
841
$60K ﹤0.01%
+1,730
842
$60K ﹤0.01%
+200
843
$59.9K ﹤0.01%
+375
844
$59.6K ﹤0.01%
+578
845
$59.2K ﹤0.01%
+269
846
$59.2K ﹤0.01%
+1,050
847
$58.8K ﹤0.01%
+420
848
$58.4K ﹤0.01%
+2,500
849
$57.1K ﹤0.01%
+5,000
850
$56.9K ﹤0.01%
+1,541
32 33
34
35 36