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
1151
$16.2K ﹤0.01%
+226
1152
$16.2K ﹤0.01%
+392
1153
$16.1K ﹤0.01%
+346
1154
$16.1K ﹤0.01%
+192
1155
$16K ﹤0.01%
+148
1156
$16K ﹤0.01%
+142
1157
$16K ﹤0.01%
+144
1158
$15.8K ﹤0.01%
+153
1159
$15.8K ﹤0.01%
+1,500
1160
$15.8K ﹤0.01%
+1,037
1161
$15.7K ﹤0.01%
+120
1162
$15.6K ﹤0.01%
+28
1163
$15.6K ﹤0.01%
+680
1164
$15.4K ﹤0.01%
+772
1165
$15.4K ﹤0.01%
+314
1166
$15.4K ﹤0.01%
+80
1167
$15.3K ﹤0.01%
+200
1168
$15.3K ﹤0.01%
+384
1169
$15.3K ﹤0.01%
+435
1170
$15.3K ﹤0.01%
+500
1171
$15.2K ﹤0.01%
+234
1172
$15.2K ﹤0.01%
+780
1173
$15K ﹤0.01%
+215
1174
$15K ﹤0.01%
+500
1175
$14.9K ﹤0.01%
+150