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
$2.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$53.9M
3
+$45.2M
4
HPK icon
HighPeak Energy
HPK
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.3%
2 Financials 10.23%
3 Energy 9.55%
4 Healthcare 7.94%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.31M 0.19%
+149,460
127
$4.22M 0.18%
+65,506
128
$4.2M 0.18%
+122,840
129
$4.17M 0.18%
+61,658
130
$4.16M 0.18%
+42,762
131
$4.13M 0.18%
+56,559
132
$4.1M 0.18%
+149,747
133
$4.1M 0.18%
+201,232
134
$4.02M 0.17%
+33,146
135
$3.93M 0.17%
+76,496
136
$3.9M 0.17%
+44,993
137
$3.89M 0.17%
+71,995
138
$3.77M 0.16%
+40,347
139
$3.74M 0.16%
+102,557
140
$3.72M 0.16%
+68,460
141
$3.71M 0.16%
+40,252
142
$3.7M 0.16%
+19,282
143
$3.69M 0.16%
+9,760
144
$3.68M 0.16%
+58,561
145
$3.62M 0.16%
+29,515
146
$3.6M 0.16%
+13,239
147
$3.6M 0.16%
+40,128
148
$3.58M 0.16%
+100,831
149
$3.56M 0.15%
+39,316
150
$3.55M 0.15%
+10,600
4 5
6
7 8