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
1226
$12.2K ﹤0.01%
+2,200
1227
$12.2K ﹤0.01%
+2,550
1228
$12.2K ﹤0.01%
+77
1229
$12.1K ﹤0.01%
+245
1230
$12.1K ﹤0.01%
+218
1231
$12.1K ﹤0.01%
+312
1232
$12.1K ﹤0.01%
+84
1233
$11.9K ﹤0.01%
+81
1234
$11.9K ﹤0.01%
+146
1235
$11.9K ﹤0.01%
+506
1236
$11.9K ﹤0.01%
+590
1237
$11.9K ﹤0.01%
+200
1238
$11.9K ﹤0.01%
+36
1239
$11.9K ﹤0.01%
+1,100
1240
$11.8K ﹤0.01%
+179
1241
$11.8K ﹤0.01%
+688
1242
$11.6K ﹤0.01%
+500
1243
$11.6K ﹤0.01%
+595
1244
$11.5K ﹤0.01%
+279
1245
$11.4K ﹤0.01%
+300
1246
$11.4K ﹤0.01%
+554
1247
$11.2K ﹤0.01%
+266
1248
$11.2K ﹤0.01%
+1,000
1249
$11.2K ﹤0.01%
+250
1250
$11K ﹤0.01%
+146
48 49
50
51 52