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
1351
$6.08K ﹤0.01%
+3,250
1352
$6.07K ﹤0.01%
+125
1353
$5.97K ﹤0.01%
+50
1354
$5.96K ﹤0.01%
+300
1355
$5.96K ﹤0.01%
99,336
-2,449
1356
$5.93K ﹤0.01%
+500
1357
$5.84K ﹤0.01%
+1,280
1358
$5.83K ﹤0.01%
+100
1359
$5.72K ﹤0.01%
+112
1360
$5.72K ﹤0.01%
+300
1361
$5.72K ﹤0.01%
+47
1362
$5.7K ﹤0.01%
+100
1363
$5.66K ﹤0.01%
750
-337,833
1364
$5.63K ﹤0.01%
+74
1365
$5.61K ﹤0.01%
+250
1366
$5.51K ﹤0.01%
+200
1367
$5.49K ﹤0.01%
+285
1368
$5.45K ﹤0.01%
+200
1369
$5.38K ﹤0.01%
+47
1370
$5.36K ﹤0.01%
+503
1371
$5.36K ﹤0.01%
+357
1372
$5.34K ﹤0.01%
+15
1373
$5.33K ﹤0.01%
910
-19,780
1374
$5.29K ﹤0.01%
+82
1375
$5.28K ﹤0.01%
+50
53 54
55
56 57