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
1526
$1.15K ﹤0.01%
+27
1527
$1.14K ﹤0.01%
+35
1528
$1.12K ﹤0.01%
+100
1529
$1.08K ﹤0.01%
+1,871
1530
$1.03K ﹤0.01%
+440
1531
$988 ﹤0.01%
+50
1532
$987 ﹤0.01%
+6,055
1533
$982 ﹤0.01%
+200
1534
$980 ﹤0.01%
+33
1535
$967 ﹤0.01%
+100
1536
$934 ﹤0.01%
+92
1537
$928 ﹤0.01%
+77
1538
$886 ﹤0.01%
+145
1539
$868 ﹤0.01%
+42
1540
$847 ﹤0.01%
+20
1541
$844 ﹤0.01%
+125
1542
$834 ﹤0.01%
+46
1543
$822 ﹤0.01%
+4
1544
$813 ﹤0.01%
+20
1545
$776 ﹤0.01%
+200
1546
$772 ﹤0.01%
+20
1547
$738 ﹤0.01%
+16
1548
$713 ﹤0.01%
+190
1549
$711 ﹤0.01%
+30
1550
$711 ﹤0.01%
+52
60 61
62
63 64