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
1551
$711 ﹤0.01%
+20
1552
$687 ﹤0.01%
+22
1553
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+27
1554
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+10
1555
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+700
1556
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+250
1557
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+425
1558
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1559
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1560
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112
-12,900
1561
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1562
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1563
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1564
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1565
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+50
1566
$532 ﹤0.01%
+27
1567
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1568
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1569
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1570
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+500
1571
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1572
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1573
$452 ﹤0.01%
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1574
$414 ﹤0.01%
+44
1575
$413 ﹤0.01%
+33
61 62
63
64 65