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
176
$3.15M 0.14%
+39,515
177
$3.12M 0.14%
+23,339
178
$3.11M 0.13%
+50,256
179
$3.1M 0.13%
+136,300
180
$3.05M 0.13%
+21,099
181
$3.04M 0.13%
+11,983
182
$3.04M 0.13%
+122,850
183
$3.04M 0.13%
+65,411
184
$3.03M 0.13%
+41,569
185
$2.96M 0.13%
+78,874
186
$2.96M 0.13%
+10,918
187
$2.94M 0.13%
+23,119
188
$2.94M 0.13%
+22,652
189
$2.94M 0.13%
+18,361
190
$2.94M 0.13%
+154,838
191
$2.94M 0.13%
+16,744
192
$2.86M 0.12%
+77,204
193
$2.83M 0.12%
+19,473
194
$2.77M 0.12%
+110,899
195
$2.77M 0.12%
+42,702
196
$2.76M 0.12%
+68,241
197
$2.75M 0.12%
+60,213
198
$2.73M 0.12%
+76,838
199
$2.7M 0.12%
+34,394
200
$2.67M 0.12%
+273,500
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