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
1301
$7.92K ﹤0.01%
+135
1302
$7.92K ﹤0.01%
+261
1303
$7.89K ﹤0.01%
+173
1304
$7.87K ﹤0.01%
+611
1305
$7.85K ﹤0.01%
+776
1306
$7.78K ﹤0.01%
+485
1307
$7.77K ﹤0.01%
+1,919
1308
$7.75K ﹤0.01%
+500
1309
$7.74K ﹤0.01%
+31
1310
$7.71K ﹤0.01%
+280
1311
$7.67K ﹤0.01%
+75
1312
$7.67K ﹤0.01%
+435
1313
$7.62K ﹤0.01%
+1,000
1314
$7.59K ﹤0.01%
+110
1315
$7.59K ﹤0.01%
+27
1316
$7.53K ﹤0.01%
+122
1317
$7.5K ﹤0.01%
+5,000
1318
$7.33K ﹤0.01%
+100
1319
$7.33K ﹤0.01%
+304
1320
$7.31K ﹤0.01%
+1,000
1321
$7.3K ﹤0.01%
+108
1322
$7.23K ﹤0.01%
+5
1323
$7.14K ﹤0.01%
+469
1324
$7.12K ﹤0.01%
+175
1325
$7.1K ﹤0.01%
+500
51 52
53
54 55