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
101
$4.82M 0.22%
21,116
+4,529
102
$4.79M 0.22%
35,257
+3,031
103
$4.78M 0.22%
189,864
-801
104
$4.77M 0.22%
156,354
-34,626
105
$4.73M 0.22%
88,435
+2,786
106
$4.55M 0.21%
69,350
-3,839
107
$4.47M 0.21%
305,610
+31,370
108
$4.46M 0.21%
78,379
-886
109
$4.45M 0.21%
131,633
+16,489
110
$4.43M 0.21%
12,612
+6,316
111
$4.27M 0.2%
45,013
-35,246
112
$4.26M 0.2%
51,334
+3,212
113
$4.22M 0.2%
14,630
-563
114
$4.18M 0.19%
17,248
-187
115
$4.17M 0.19%
198,338
+14,182
116
$4.16M 0.19%
209,515
+4,900
117
$4.1M 0.19%
32,345
-1,223
118
$4.09M 0.19%
24,785
-52
119
$4.09M 0.19%
27,449
-5,523
120
$4.05M 0.19%
76,452
-86
121
$3.98M 0.18%
64,856
-24,922
122
$3.84M 0.18%
75,733
+15,251
123
$3.83M 0.18%
78,232
+47,440
124
$3.78M 0.18%
38,018
-13,505
125
$3.78M 0.17%
96,629
-1,984
3 4
5
6 7