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
1076
$23.4K ﹤0.01%
+756
1077
$23K ﹤0.01%
+2,000
1078
$23K ﹤0.01%
+204
1079
$22.9K ﹤0.01%
+315
1080
$22.5K ﹤0.01%
+150
1081
$22.5K ﹤0.01%
+160
1082
$22.3K ﹤0.01%
+490
1083
$22.1K ﹤0.01%
+122
1084
$22.1K ﹤0.01%
+264
1085
$22K ﹤0.01%
+453
1086
$21.9K ﹤0.01%
+270
1087
$21.7K ﹤0.01%
+200
1088
$21.6K ﹤0.01%
+1,000
1089
$21.5K ﹤0.01%
+796
1090
$21.4K ﹤0.01%
+100
1091
$21.3K ﹤0.01%
+1,715
1092
$21.2K ﹤0.01%
+350
1093
$21.2K ﹤0.01%
+176
1094
$21.1K ﹤0.01%
+609
1095
$21.1K ﹤0.01%
+773
1096
$21.1K ﹤0.01%
+325
1097
$21K ﹤0.01%
+293
1098
$21K ﹤0.01%
+258
1099
$20.9K ﹤0.01%
+317
1100
$20.8K ﹤0.01%
+420