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
201
$2.67M 0.12%
+46,329
202
$2.67M 0.12%
+39,334
203
$2.64M 0.11%
+107,725
204
$2.63M 0.11%
+35,491
205
$2.63M 0.11%
+27,908
206
$2.61M 0.11%
+81,063
207
$2.59M 0.11%
+28,300
208
$2.59M 0.11%
+79,516
209
$2.57M 0.11%
+44,095
210
$2.55M 0.11%
+41,896
211
$2.5M 0.11%
+6,110
212
$2.48M 0.11%
+6,291
213
$2.44M 0.11%
+19,310
214
$2.44M 0.11%
+152,282
215
$2.43M 0.11%
+165,711
216
$2.43M 0.11%
+243,425
217
$2.39M 0.1%
+20,244
218
$2.38M 0.1%
+32,358
219
$2.37M 0.1%
+62,859
220
$2.36M 0.1%
+60,599
221
$2.35M 0.1%
+34,109
222
$2.33M 0.1%
+46,165
223
$2.31M 0.1%
+100,095
224
$2.3M 0.1%
+5,726
225
$2.29M 0.1%
+83,521
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