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
1001
$30.8K ﹤0.01%
+456
1002
$30.3K ﹤0.01%
+288
1003
$30.2K ﹤0.01%
12,000
-3,000
1004
$30.1K ﹤0.01%
+600
1005
$30K ﹤0.01%
+600
1006
$29.9K ﹤0.01%
+500
1007
$29.6K ﹤0.01%
+1,575
1008
$29.5K ﹤0.01%
+600
1009
$29.5K ﹤0.01%
+563
1010
$29.5K ﹤0.01%
+1,016
1011
$29.2K ﹤0.01%
+1,706
1012
$29.1K ﹤0.01%
+1,057
1013
$29.1K ﹤0.01%
+248
1014
$29K ﹤0.01%
+1,650
1015
$29K ﹤0.01%
+175
1016
$28.9K ﹤0.01%
+214
1017
$28.9K ﹤0.01%
+656
1018
$28.9K ﹤0.01%
+514
1019
$28.8K ﹤0.01%
+1,000
1020
$28.7K ﹤0.01%
+1,184
1021
$28.7K ﹤0.01%
3,055
-24,995
1022
$28.5K ﹤0.01%
+800
1023
$28.4K ﹤0.01%
+310
1024
$28.4K ﹤0.01%
+200
1025
$28.2K ﹤0.01%
+248
39 40
41
42 43