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
1201
$13.7K ﹤0.01%
+281
1202
$13.6K ﹤0.01%
+512
1203
$13.5K ﹤0.01%
+1,332
1204
$13.5K ﹤0.01%
+377
1205
$13.5K ﹤0.01%
+221
1206
$13.4K ﹤0.01%
+400
1207
$13.4K ﹤0.01%
+224
1208
$13.4K ﹤0.01%
+800
1209
$13.4K ﹤0.01%
+50
1210
$13.2K ﹤0.01%
+500
1211
$13.1K ﹤0.01%
+300
1212
$13.1K ﹤0.01%
+153
1213
$13.1K ﹤0.01%
+200
1214
$13K ﹤0.01%
+100
1215
$13K ﹤0.01%
+531
1216
$12.9K ﹤0.01%
+300
1217
$12.9K ﹤0.01%
+183
1218
$12.8K ﹤0.01%
+155
1219
$12.7K ﹤0.01%
+449
1220
$12.6K ﹤0.01%
+600
1221
$12.6K ﹤0.01%
+170
1222
$12.4K ﹤0.01%
+509
1223
$12.3K ﹤0.01%
+300
1224
$12.3K ﹤0.01%
+5,000
1225
$12.2K ﹤0.01%
+225