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
1026
$28.2K ﹤0.01%
+1,528
1027
$28.1K ﹤0.01%
+1,149
1028
$28.1K ﹤0.01%
+1,037
1029
$28K ﹤0.01%
+698
1030
$27.9K ﹤0.01%
11,000
1031
$27.9K ﹤0.01%
985
-88,980
1032
$27.8K ﹤0.01%
+281
1033
$27.7K ﹤0.01%
+438
1034
$27.6K ﹤0.01%
+1,000
1035
$27.5K ﹤0.01%
+1,925
1036
$27.3K ﹤0.01%
+1,000
1037
$27.3K ﹤0.01%
+500
1038
$27.3K ﹤0.01%
+2,367
1039
$27.3K ﹤0.01%
+651
1040
$27.2K ﹤0.01%
+295
1041
$27.2K ﹤0.01%
+302
1042
$27.1K ﹤0.01%
1,200
-62,272
1043
$27.1K ﹤0.01%
+354
1044
$26.8K ﹤0.01%
+1,164
1045
$26.6K ﹤0.01%
+187
1046
$26.3K ﹤0.01%
+415
1047
$26.3K ﹤0.01%
+299
1048
$26.3K ﹤0.01%
+1,311
1049
$26.3K ﹤0.01%
+250
1050
$25.9K ﹤0.01%
+500