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
1051
$25.6K ﹤0.01%
+200
1052
$25.5K ﹤0.01%
+50
1053
$25.5K ﹤0.01%
+2,008
1054
$25.5K ﹤0.01%
+750
1055
$25.4K ﹤0.01%
+93
1056
$25.1K ﹤0.01%
+2,400
1057
$25K ﹤0.01%
+188
1058
$24.8K ﹤0.01%
+831
1059
$24.7K ﹤0.01%
+500
1060
$24.4K ﹤0.01%
+2,704
1061
$24.3K ﹤0.01%
+979
1062
$24.3K ﹤0.01%
+1,082
1063
$24.2K ﹤0.01%
+1,000
1064
$24.2K ﹤0.01%
+3,800
1065
$24.1K ﹤0.01%
2,380
-11,800
1066
$24K ﹤0.01%
+317
1067
$24K ﹤0.01%
+500
1068
$24K ﹤0.01%
+4,000
1069
$24K ﹤0.01%
+1,000
1070
$23.9K ﹤0.01%
+160
1071
$23.8K ﹤0.01%
+645
1072
$23.7K ﹤0.01%
+154
1073
$23.7K ﹤0.01%
+875
1074
$23.7K ﹤0.01%
+199
1075
$23.6K ﹤0.01%
+92