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
851
$56.8K ﹤0.01%
+1,872
852
$56.7K ﹤0.01%
+1,963
853
$56.4K ﹤0.01%
+1,383
854
$56.2K ﹤0.01%
+1,541
855
$55.7K ﹤0.01%
+5,900
856
$55.7K ﹤0.01%
+2,400
857
$55.5K ﹤0.01%
+454
858
$54.4K ﹤0.01%
+235
859
$54.4K ﹤0.01%
+136
860
$54.3K ﹤0.01%
+1,620
861
$54.3K ﹤0.01%
+1,762
862
$54.3K ﹤0.01%
+1,652
863
$54.2K ﹤0.01%
+1,815
864
$53.7K ﹤0.01%
15,000
865
$53.6K ﹤0.01%
+5,876
866
$53.4K ﹤0.01%
+335
867
$53.3K ﹤0.01%
+1,500
868
$53.2K ﹤0.01%
+114
869
$53.2K ﹤0.01%
+3,527
870
$53K ﹤0.01%
+2,500
871
$52.4K ﹤0.01%
+332
872
$52.4K ﹤0.01%
+3,000
873
$52.3K ﹤0.01%
+1,410
874
$52K ﹤0.01%
+1,223
875
$52K ﹤0.01%
+314
33 34
35
36 37