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
1576
$409 ﹤0.01%
+75
1577
$375 ﹤0.01%
+1,700
1578
$363 ﹤0.01%
+300
1579
$362 ﹤0.01%
+2
1580
$358 ﹤0.01%
+5
1581
$351 ﹤0.01%
+10
1582
$343 ﹤0.01%
+100
1583
$339 ﹤0.01%
+16
1584
$332 ﹤0.01%
+10
1585
$318 ﹤0.01%
+33
1586
$312 ﹤0.01%
+6
1587
$311 ﹤0.01%
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1588
$310 ﹤0.01%
+15
1589
$305 ﹤0.01%
+90
1590
$302 ﹤0.01%
+3
1591
$299 ﹤0.01%
+8
1592
$293 ﹤0.01%
+4
1593
$288 ﹤0.01%
+325
1594
$281 ﹤0.01%
+225
1595
$266 ﹤0.01%
+60
1596
$261 ﹤0.01%
50
-34,067
1597
$256 ﹤0.01%
+71
1598
$227 ﹤0.01%
+17
1599
$218 ﹤0.01%
+50
1600
$216 ﹤0.01%
+3
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