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
1401
$4.57K ﹤0.01%
+27
1402
$4.55K ﹤0.01%
+425
1403
$4.53K ﹤0.01%
+50
1404
$4.51K ﹤0.01%
+180
1405
$4.47K ﹤0.01%
+500
1406
$4.3K ﹤0.01%
+204
1407
$4.24K ﹤0.01%
+425
1408
$4.23K ﹤0.01%
+150
1409
$4.19K ﹤0.01%
+300
1410
$4.18K ﹤0.01%
+200
1411
$4.13K ﹤0.01%
+131
1412
$4.12K ﹤0.01%
+132
1413
$4.11K ﹤0.01%
+20
1414
$4.1K ﹤0.01%
+178
1415
$4.08K ﹤0.01%
+126
1416
$4.06K ﹤0.01%
+400
1417
$4.04K ﹤0.01%
+25
1418
$4.03K ﹤0.01%
+106
1419
$4.01K ﹤0.01%
+60
1420
$4.01K ﹤0.01%
+194
1421
$3.97K ﹤0.01%
+13
1422
$3.95K ﹤0.01%
+1,000
1423
$3.91K ﹤0.01%
+123
1424
$3.9K ﹤0.01%
+14
1425
$3.9K ﹤0.01%
+215
55 56
57
58 59