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
926
$40.7K ﹤0.01%
+2,006
927
$40.4K ﹤0.01%
+886
928
$40.2K ﹤0.01%
+3,619
929
$40.2K ﹤0.01%
114,055
930
$40.1K ﹤0.01%
13,334
931
$40.1K ﹤0.01%
+416
932
$40K ﹤0.01%
+328
933
$39.9K ﹤0.01%
+197
934
$39.6K ﹤0.01%
+3,595
935
$39.5K ﹤0.01%
+467
936
$39.5K ﹤0.01%
+16
937
$39.3K ﹤0.01%
+423
938
$39.3K ﹤0.01%
+607
939
$38.9K ﹤0.01%
+760
940
$38.8K ﹤0.01%
+766
941
$38.6K ﹤0.01%
+668
942
$38.6K ﹤0.01%
+1,000
943
$38.4K ﹤0.01%
+220
944
$38.4K ﹤0.01%
+2,350
945
$38.3K ﹤0.01%
+681
946
$37.9K ﹤0.01%
+8,227
947
$37.8K ﹤0.01%
+2,367
948
$37.6K ﹤0.01%
+550
949
$37.2K ﹤0.01%
+600
950
$37K ﹤0.01%
+293
36 37
38
39 40