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
1251
$10.9K ﹤0.01%
+657
1252
$10.9K ﹤0.01%
+141
1253
$10.9K ﹤0.01%
+72
1254
$10.8K ﹤0.01%
+368
1255
$10.7K ﹤0.01%
+47
1256
$10.7K ﹤0.01%
+100
1257
$10.7K ﹤0.01%
+280
1258
$10.7K ﹤0.01%
+1,000
1259
$10.6K ﹤0.01%
+209
1260
$10.6K ﹤0.01%
+74
1261
$10.6K ﹤0.01%
+550
1262
$10.5K ﹤0.01%
+350
1263
$10.5K ﹤0.01%
+288
1264
$10.4K ﹤0.01%
+400
1265
$10.4K ﹤0.01%
+147
1266
$10.4K ﹤0.01%
+75
1267
$10.3K ﹤0.01%
+1,000
1268
$10.3K ﹤0.01%
+69
1269
$10.3K ﹤0.01%
+127
1270
$10.2K ﹤0.01%
+300
1271
$10.1K ﹤0.01%
+154
1272
$10.1K ﹤0.01%
+70
1273
$9.9K ﹤0.01%
+200
1274
$9.87K ﹤0.01%
+811
1275
$9.87K ﹤0.01%
+300