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
901
$46.8K ﹤0.01%
+1,843
902
$46.7K ﹤0.01%
+514
903
$46.4K ﹤0.01%
+978
904
$46.3K ﹤0.01%
+676
905
$46.2K ﹤0.01%
+1,681
906
$46K ﹤0.01%
+906
907
$45.9K ﹤0.01%
594
-11,992
908
$45.8K ﹤0.01%
+3,000
909
$45.5K ﹤0.01%
+1,658
910
$45.4K ﹤0.01%
+1,004
911
$45.1K ﹤0.01%
+593
912
$45K ﹤0.01%
+1,100
913
$44.7K ﹤0.01%
+560
914
$44.4K ﹤0.01%
+2,097
915
$43.7K ﹤0.01%
+624
916
$43.4K ﹤0.01%
+318
917
$42.6K ﹤0.01%
+190
918
$42.5K ﹤0.01%
+756
919
$42.5K ﹤0.01%
+746
920
$42.5K ﹤0.01%
+1,240
921
$42K ﹤0.01%
+2,500
922
$41.6K ﹤0.01%
+2,000
923
$41.5K ﹤0.01%
1,120
-27,837
924
$41.3K ﹤0.01%
+1,651
925
$41.2K ﹤0.01%
+6,100
35 36
37
38 39