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
1476
$2.34K ﹤0.01%
+500
1477
$2.34K ﹤0.01%
+205
1478
$2.27K ﹤0.01%
+38
1479
$2.25K ﹤0.01%
+310
1480
$2.24K ﹤0.01%
+66
1481
$2.09K ﹤0.01%
+75
1482
$2.04K ﹤0.01%
+84
1483
$2.04K ﹤0.01%
+6
1484
$2.04K ﹤0.01%
+500
1485
$2.03K ﹤0.01%
+64
1486
$2K ﹤0.01%
+79
1487
$1.97K ﹤0.01%
+40
1488
$1.94K ﹤0.01%
+26
1489
$1.9K ﹤0.01%
+36
1490
$1.87K ﹤0.01%
+28
1491
$1.82K ﹤0.01%
+19
1492
$1.82K ﹤0.01%
+74
1493
$1.8K ﹤0.01%
+30
1494
$1.8K ﹤0.01%
+54
1495
$1.8K ﹤0.01%
+100
1496
$1.79K ﹤0.01%
+250
1497
$1.77K ﹤0.01%
+100
1498
$1.77K ﹤0.01%
+100
1499
$1.76K ﹤0.01%
+30
1500
$1.67K ﹤0.01%
+100
58 59
60
61 62