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
951
$37K ﹤0.01%
+535
952
$36.9K ﹤0.01%
+1,200
953
$36.5K ﹤0.01%
+670
954
$36.4K ﹤0.01%
+2,000
955
$36.3K ﹤0.01%
+1,255
956
$36.1K ﹤0.01%
+1,206
957
$36K ﹤0.01%
+596
958
$35.9K ﹤0.01%
+402
959
$35.9K ﹤0.01%
+1,400
960
$35.8K ﹤0.01%
+755
961
$35.7K ﹤0.01%
+1,208
962
$35.4K ﹤0.01%
+571
963
$35.3K ﹤0.01%
+69
964
$35.3K ﹤0.01%
+2,000
965
$35K ﹤0.01%
+745
966
$34.9K ﹤0.01%
+1,230
967
$34.9K ﹤0.01%
+195
968
$34.7K ﹤0.01%
+456
969
$34.6K ﹤0.01%
+1,989
970
$34.2K ﹤0.01%
+2,000
971
$34.2K ﹤0.01%
+137
972
$33.7K ﹤0.01%
+78
973
$33.7K ﹤0.01%
+2,500
974
$33.6K ﹤0.01%
+300
975
$33.4K ﹤0.01%
+2,170
37 38
39
40 41