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
1426
$3.89K ﹤0.01%
+84
1427
$3.85K ﹤0.01%
+100
1428
$3.85K ﹤0.01%
+128
1429
$3.74K ﹤0.01%
+76
1430
$3.72K ﹤0.01%
+12
1431
$3.65K ﹤0.01%
+105
1432
$3.65K ﹤0.01%
+129
1433
$3.63K ﹤0.01%
+89
1434
$3.59K ﹤0.01%
+402
1435
$3.48K ﹤0.01%
+3
1436
$3.44K ﹤0.01%
+102
1437
$3.42K ﹤0.01%
+30
1438
$3.42K ﹤0.01%
+200
1439
$3.4K ﹤0.01%
+158
1440
$3.37K ﹤0.01%
+34
1441
$3.36K ﹤0.01%
+468
1442
$3.33K ﹤0.01%
+14
1443
$3.3K ﹤0.01%
+9,500
1444
$3.29K ﹤0.01%
+250
1445
$3.23K ﹤0.01%
+20
1446
$3.22K ﹤0.01%
+450
1447
$3.2K ﹤0.01%
+36
1448
$3.17K ﹤0.01%
+250
1449
$3.16K ﹤0.01%
+50
1450
$3.12K ﹤0.01%
+4,000
56 57
58
59 60