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
976
$33.4K ﹤0.01%
+2,519
977
$33.4K ﹤0.01%
+195
978
$33.2K ﹤0.01%
+650
979
$33.1K ﹤0.01%
+1,039
980
$32.9K ﹤0.01%
+25
981
$32.8K ﹤0.01%
+793
982
$32.7K ﹤0.01%
+1,723
983
$32.7K ﹤0.01%
+2,000
984
$32.6K ﹤0.01%
+400
985
$32.6K ﹤0.01%
+314
986
$32.4K ﹤0.01%
+150
987
$32.4K ﹤0.01%
+315
988
$32.3K ﹤0.01%
+7
989
$32.3K ﹤0.01%
+820
990
$32.2K ﹤0.01%
+203
991
$32K ﹤0.01%
+559
992
$32K ﹤0.01%
+848
993
$31.7K ﹤0.01%
10,033
-20,194
994
$31.4K ﹤0.01%
+3,656
995
$31.4K ﹤0.01%
8,042
-2,452
996
$31.1K ﹤0.01%
+100
997
$31K ﹤0.01%
+602
998
$30.9K ﹤0.01%
+546
999
$30.9K ﹤0.01%
+376
1000
$30.9K ﹤0.01%
+387
38 39
40
41 42