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
201
$2.02M 0.09%
80,568
+12,825
202
$2.02M 0.09%
42,659
203
$2.02M 0.09%
53,201
+10,167
204
$2.01M 0.09%
27,357
+16,273
205
$2.01M 0.09%
28,182
+2,058
206
$2M 0.09%
40,141
207
$2M 0.09%
20,047
-1,973
208
$1.99M 0.09%
18,136
-807
209
$1.99M 0.09%
11,005
-234
210
$1.97M 0.09%
18,394
-30
211
$1.95M 0.09%
100,000
212
$1.95M 0.09%
19,411
-184
213
$1.92M 0.09%
71,415
-5,159
214
$1.92M 0.09%
25,820
-696
215
$1.9M 0.09%
48,811
+3,502
216
$1.89M 0.09%
115,660
+5,720
217
$1.88M 0.09%
11,972
+231
218
$1.87M 0.09%
142,700
+5,680
219
$1.87M 0.09%
12,297
-544
220
$1.86M 0.09%
57,605
+5,478
221
$1.84M 0.09%
7,668
-1,073
222
$1.83M 0.08%
28,650
-1,846
223
$1.81M 0.08%
62,222
+7,033
224
$1.79M 0.08%
37,090
+805
225
$1.79M 0.08%
23,093
-2,898
7 8
9
10 11