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
1101
$20.5K ﹤0.01%
+690
1102
$20.4K ﹤0.01%
+59
1103
$20.4K ﹤0.01%
+1,000
1104
$20.4K ﹤0.01%
+5,000
1105
$20.3K ﹤0.01%
+350
1106
$20.2K ﹤0.01%
+250
1107
$19.8K ﹤0.01%
+629
1108
$19.7K ﹤0.01%
+1,749
1109
$19.7K ﹤0.01%
+7,418
1110
$19.6K ﹤0.01%
+383
1111
$19.6K ﹤0.01%
+621
1112
$19.4K ﹤0.01%
+100
1113
$19.4K ﹤0.01%
+650
1114
$19.4K ﹤0.01%
+222
1115
$19.3K ﹤0.01%
+393
1116
$19.1K ﹤0.01%
+600
1117
$19.1K ﹤0.01%
+463
1118
$19K ﹤0.01%
+1,000
1119
$18.9K ﹤0.01%
+200
1120
$18.7K ﹤0.01%
+590
1121
$18.6K ﹤0.01%
+604
1122
$18.5K ﹤0.01%
+2,051
1123
$18.5K ﹤0.01%
+908
1124
$18.5K ﹤0.01%
+726
1125
$18.5K ﹤0.01%
+896