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
1376
$5.24K ﹤0.01%
+139
1377
$5.2K ﹤0.01%
+500
1378
$5.15K ﹤0.01%
+354
1379
$5.12K ﹤0.01%
+66
1380
$5.06K ﹤0.01%
+271
1381
$5.05K ﹤0.01%
+45
1382
$5.04K ﹤0.01%
+500
1383
$5.03K ﹤0.01%
+50
1384
$5.01K ﹤0.01%
+198
1385
$5K ﹤0.01%
+207
1386
$4.96K ﹤0.01%
+4,000
1387
$4.93K ﹤0.01%
+148
1388
$4.87K ﹤0.01%
+815
1389
$4.87K ﹤0.01%
+201
1390
$4.85K ﹤0.01%
+204
1391
$4.78K ﹤0.01%
+109
1392
$4.77K ﹤0.01%
+50
1393
$4.74K ﹤0.01%
+55
1394
$4.73K ﹤0.01%
+900
1395
$4.7K ﹤0.01%
+46
1396
$4.69K ﹤0.01%
+181
1397
$4.69K ﹤0.01%
+215
1398
$4.67K ﹤0.01%
+36
1399
$4.64K ﹤0.01%
+75
1400
$4.62K ﹤0.01%
+250
54 55
56
57 58