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
1451
$3.1K ﹤0.01%
+22
1452
$3.09K ﹤0.01%
+12
1453
$3K ﹤0.01%
+477
1454
$2.98K ﹤0.01%
+500
1455
$2.96K ﹤0.01%
+62
1456
$2.95K ﹤0.01%
+1,000
1457
$2.95K ﹤0.01%
+195
1458
$2.84K ﹤0.01%
+222
1459
$2.81K ﹤0.01%
+19
1460
$2.8K ﹤0.01%
+400
1461
$2.78K ﹤0.01%
+99
1462
$2.77K ﹤0.01%
+36
1463
$2.71K ﹤0.01%
+332
1464
$2.69K ﹤0.01%
+66
1465
$2.68K ﹤0.01%
+2,000
1466
$2.61K ﹤0.01%
+88
1467
$2.6K ﹤0.01%
+25
1468
$2.6K ﹤0.01%
+66
1469
$2.58K ﹤0.01%
+116
1470
$2.51K ﹤0.01%
+128
1471
$2.5K ﹤0.01%
+16
1472
$2.5K ﹤0.01%
+610
1473
$2.41K ﹤0.01%
+23
1474
$2.39K ﹤0.01%
125
-12,400
1475
$2.35K ﹤0.01%
+37
57 58
59
60 61