USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.42B
1-Year Return
15.04%
This Quarter Return
+10.15%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
–
10 Year Return
–
AUM
$2.16B
AUM Growth
+$184M
(+9.3%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
29.34%
Holding
1,623
New
989
Increased
239
Reduced
293
Closed
18
Top Buys
| 1 |
HighPeak Energy
HPK
|
+$52.9M |
| 2 |
ProShares UltraShort S&P500
SDS
|
+$17.9M |
| 3 |
Microsoft
MSFT
|
+$2.9M |
| 4 |
iShares Semiconductor ETF
SOXX
|
+$2.81M |
| 5 |
Coterra Energy
CTRA
|
+$2.75M |
Top Sells
| 1 |
ClearShares Ultra-Short Maturity ETF
OPER
|
+$21.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.7M |
| 3 |
Gilead Sciences
GILD
|
+$7.29M |
| 4 |
Duke Energy
DUK
|
+$7.23M |
| 5 |
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% |
