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
$2.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$53.9M
3
+$45.2M
4
HPK icon
HighPeak Energy
HPK
+$45M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.3%
2 Financials 10.23%
3 Energy 9.55%
4 Healthcare 7.94%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.54M 0.15%
+9,494
152
$3.48M 0.15%
+27,684
153
$3.44M 0.15%
+499,463
154
$3.43M 0.15%
+29,518
155
$3.41M 0.15%
+17,024
156
$3.4M 0.15%
+26,433
157
$3.39M 0.15%
+10,587
158
$3.38M 0.15%
+338,583
159
$3.37M 0.15%
+42,739
160
$3.36M 0.15%
+43,428
161
$3.33M 0.14%
+21,702
162
$3.33M 0.14%
+106,508
163
$3.31M 0.14%
+65,589
164
$3.31M 0.14%
+15,094
165
$3.3M 0.14%
+27,196
166
$3.27M 0.14%
+38,883
167
$3.26M 0.14%
+42,669
168
$3.25M 0.14%
+239,099
169
$3.25M 0.14%
+108,322
170
$3.24M 0.14%
+77,301
171
$3.24M 0.14%
+93,990
172
$3.22M 0.14%
+115,637
173
$3.19M 0.14%
+17,604
174
$3.17M 0.14%
+21,158
175
$3.17M 0.14%
+66,323
5 6
7
8 9