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
1501
$1.64K ﹤0.01%
+190
1502
$1.64K ﹤0.01%
+500
1503
$1.63K ﹤0.01%
+132
1504
$1.59K ﹤0.01%
+40
1505
$1.59K ﹤0.01%
+510
1506
$1.58K ﹤0.01%
+41
1507
$1.57K ﹤0.01%
+146
1508
$1.55K ﹤0.01%
+52
1509
$1.53K ﹤0.01%
+18
1510
$1.5K ﹤0.01%
+7,500
1511
$1.49K ﹤0.01%
+3,000
1512
$1.45K ﹤0.01%
+20
1513
$1.41K ﹤0.01%
+50
1514
$1.38K ﹤0.01%
+6
1515
$1.37K ﹤0.01%
+23
1516
$1.37K ﹤0.01%
+12
1517
$1.34K ﹤0.01%
+8
1518
$1.33K ﹤0.01%
+496
1519
$1.32K ﹤0.01%
+400
1520
$1.28K ﹤0.01%
459
-16,100
1521
$1.25K ﹤0.01%
+20
1522
$1.24K ﹤0.01%
+100
1523
$1.2K ﹤0.01%
+17
1524
$1.19K ﹤0.01%
+15
1525
$1.19K ﹤0.01%
+25
59 60
61
62 63