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
1601
$211 ﹤0.01%
+4
1602
$208 ﹤0.01%
+19
1603
$203 ﹤0.01%
+5
1604
$201 ﹤0.01%
+7
1605
– –
-16,079
1606
– –
-10,000
1607
– –
-17,840
1608
– –
-45,000
1609
– –
-36,500
1610
– –
-22,530
1611
– –
-125,000
1612
– –
-549
1613
– –
-56,280
1614
– –
-86,278
1615
– –
-17,141
1616
– –
-6,555
1617
– –
-69,173
1618
– –
-94,706
1619
– –
-149,963
1620
– –
-19,700
1621
– –
-34,418
1622
– –
0
61 62 63 64
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