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
876
$51.8K ﹤0.01%
2,100
-6,674
877
$51.7K ﹤0.01%
+808
878
$51.4K ﹤0.01%
+400
879
$50.8K ﹤0.01%
42,000
880
$50.4K ﹤0.01%
3,840
-12,345
881
$50.3K ﹤0.01%
+1,299
882
$50.2K ﹤0.01%
+1,354
883
$50.1K ﹤0.01%
+817
884
$49.8K ﹤0.01%
+2,000
885
$49.7K ﹤0.01%
+2,264
886
$49.6K ﹤0.01%
+753
887
$49.4K ﹤0.01%
+369
888
$49.2K ﹤0.01%
+900
889
$48.9K ﹤0.01%
+429
890
$48.7K ﹤0.01%
+2,226
891
$48.6K ﹤0.01%
+142
892
$48.5K ﹤0.01%
+4,250
893
$48.4K ﹤0.01%
+2,344
894
$48.4K ﹤0.01%
+566
895
$48.3K ﹤0.01%
+200
896
$47.9K ﹤0.01%
+275
897
$47.7K ﹤0.01%
1,131
-6,800
898
$47.7K ﹤0.01%
+2,390
899
$47.3K ﹤0.01%
+444
900
$46.8K ﹤0.01%
+350
34 35
36
37 38