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
176
$2.43M 0.11%
134,215
+42,455
177
$2.38M 0.11%
33,066
+10,710
178
$2.38M 0.11%
128,706
+3,291
179
$2.36M 0.11%
14,260
-22
180
$2.33M 0.11%
37,867
+2,777
181
$2.32M 0.11%
102,467
+2,647
182
$2.32M 0.11%
51,685
+4,364
183
$2.32M 0.11%
18,585
-41
184
$2.29M 0.11%
69,651
+699
185
$2.29M 0.11%
134,675
+52,400
186
$2.28M 0.11%
30,599
+18,777
187
$2.26M 0.1%
6,005
-9
188
$2.25M 0.1%
26,223
-84,928
189
$2.2M 0.1%
135,434
-8,119
190
$2.18M 0.1%
4,256
+60
191
$2.17M 0.1%
7,465
-16
192
$2.17M 0.1%
80,861
-1,339
193
$2.13M 0.1%
6,205
-1,686
194
$2.13M 0.1%
111,997
-74,664
195
$2.13M 0.1%
29,583
+23
196
$2.1M 0.1%
8,462
+6,693
197
$2.09M 0.1%
177,507
-5,660
198
$2.07M 0.1%
9,644
+2,053
199
$2.06M 0.1%
41,132
-1,000
200
$2.04M 0.09%
9,265
-75
6 7
8
9 10