USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.72B
1-Year Est. Return
17.24%
1 Year Est. Return
+17.24%
AUM
$3.42B
AUM Growth
+$158M
(+4.8%)
Holding
931
Top Buys
| 1 | +$20.3M | |
| 2 | +$11.1M | |
| 3 | +$8.33M | |
| 4 |
Gilead Sciences
GILD
|
+$8.32M |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$7.55M |
Top Sells
| 1 | +$19.1M | |
| 2 | +$19M | |
| 3 | +$14.1M | |
| 4 |
Iron Mountain
IRM
|
+$10.8M |
| 5 |
Blackstone
BX
|
+$9.95M |
Sector Composition
| 1 | Energy | 15.31% |
| 2 | Technology | 12.73% |
| 3 | Financials | 9.26% |
| 4 | Industrials | 5.75% |
| 5 | Consumer Discretionary | 4.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Spotify
SPOT
$115B
| – | – |
-818
|
|
||
927
Seagate
STX
$56.4B
| – | – |
-10,818
|
|
||
928
Sun Communities
SUI
$15.7B
| – | – |
-11,087
|
|
||
929
Vertex Pharmaceuticals
VRTX
$118B
| – | – |
-2,370
|
|
||
930
Western Alliance Bancorporation
WAL
$9.34B
| – | – |
-32,755
|
|
||
931
Watts Water Technologies
WTS
$9.17B
| – | – |
-2,380
|
|