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
126
$3.75M 0.17%
32,298
+24,201
127
$3.74M 0.17%
27,544
-4,264
128
$3.64M 0.17%
33,610
-2,179
129
$3.59M 0.17%
128,435
-1,568
130
$3.46M 0.16%
229,623
+22,614
131
$3.39M 0.16%
80,794
+10,111
132
$3.32M 0.15%
134,091
+25,525
133
$3.31M 0.15%
80,743
+21,033
134
$3.3M 0.15%
84,169
-43,906
135
$3.3M 0.15%
29,993
+19,380
136
$3.29M 0.15%
45,094
+1,236
137
$3.26M 0.15%
37,477
+4,348
138
$3.23M 0.15%
38,666
+3,771
139
$3.21M 0.15%
138,603
+28,763
140
$3.21M 0.15%
7,483
-9
141
$3.18M 0.15%
54,939
+34,365
142
$3.16M 0.15%
31,783
-11,169
143
$3.16M 0.15%
171,166
+7,500
144
$3.15M 0.15%
26,213
-3,456
145
$3.12M 0.14%
128,310
-5,110
146
$3.1M 0.14%
20,652
+241
147
$3.07M 0.14%
22,519
-2,928
148
$3.03M 0.14%
31,261
+4,286
149
$3.02M 0.14%
86,409
-39,098
150
$3.01M 0.14%
42,316
-110
4 5
6
7 8