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
151
$3M 0.14%
174,735
-95,050
152
$2.96M 0.14%
11,087
+26
153
$2.93M 0.14%
13,671
-5,316
154
$2.88M 0.13%
42,105
-1,021
155
$2.84M 0.13%
120,321
+83,125
156
$2.84M 0.13%
59,868
+581
157
$2.83M 0.13%
14,208
-8
158
$2.78M 0.13%
9,014
-132
159
$2.7M 0.12%
28,931
+861
160
$2.69M 0.12%
24,918
-671
161
$2.67M 0.12%
34,065
+3,450
162
$2.67M 0.12%
40,551
-2,117
163
$2.66M 0.12%
34,180
+4,903
164
$2.64M 0.12%
+36,951
165
$2.61M 0.12%
142,432
+4,605
166
$2.61M 0.12%
12,256
+3,814
167
$2.6M 0.12%
62,852
-310
168
$2.59M 0.12%
184,982
-376
169
$2.53M 0.12%
6,921
+887
170
$2.52M 0.12%
20,164
+386
171
$2.49M 0.12%
61,030
+20,645
172
$2.48M 0.11%
210,133
+22,478
173
$2.48M 0.11%
75,311
+3,106
174
$2.44M 0.11%
107,230
-1,593
175
$2.44M 0.11%
61,535
+17,735
5 6
7
8 9