Portfolio (Quarterly)
Guide ↗
U.S. Capital Wealth Advisors, LLC
· CIK 0001808915| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | GRAB | GRAB HOLDINGS LIMITED | Technology | 13,486 | $67K | 0.00% | SOLD |
| 82 | PMM | PUTNAM MANAGED MUN INCOME TR | Financial Services | 10,000 | $63K | 0.00% | SOLD |
| 83 | PATH CALL | UIPATH INC | Technology | 20,100 | $49K | 0.00% | SOLD |
| 84 | — | ROADZEN INC | — | 10,000 | $24K | 0.00% | SOLD |
| 85 | MBOT | MICROBOT MED INC | Healthcare | 10,000 | $20K | 0.00% | SOLD |
| 86 | TQQQ PUT | PROSHARES TR | — | 20,000 | $182.0 | — | SOLD |
Sector Allocation
Energy
21.3%
Technology
20.3%
Financial Services
17.1%
Industrials
8.5%
Healthcare
6.9%
Consumer Cyclical
6.2%
Communication Services
5.8%
Basic Materials
4.5%
Consumer Defensive
4.5%
Utilities
2.5%