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
1326
$7.06K ﹤0.01%
+720
1327
$7.03K ﹤0.01%
+100
1328
$7.02K ﹤0.01%
+150
1329
$7K ﹤0.01%
+881
1330
$6.97K ﹤0.01%
+34
1331
$6.95K ﹤0.01%
+130
1332
$6.9K ﹤0.01%
+158
1333
$6.81K ﹤0.01%
+226
1334
$6.72K ﹤0.01%
+246
1335
$6.72K ﹤0.01%
+300
1336
$6.69K ﹤0.01%
+250
1337
$6.67K ﹤0.01%
+55
1338
$6.45K ﹤0.01%
+200
1339
$6.43K ﹤0.01%
+100
1340
$6.43K ﹤0.01%
+202
1341
$6.41K ﹤0.01%
+359
1342
$6.4K ﹤0.01%
+116
1343
$6.35K ﹤0.01%
+200
1344
$6.34K ﹤0.01%
+650
1345
$6.27K ﹤0.01%
+65
1346
$6.2K ﹤0.01%
+1,000
1347
$6.13K ﹤0.01%
+26
1348
$6.1K ﹤0.01%
300
-11,955
1349
$6.08K ﹤0.01%
+60
1350
$6.08K ﹤0.01%
+20
52 53
54
55 56