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
$2.52B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$13.7M
3
+$4.66M
4
ASO icon
Academy Sports + Outdoors
ASO
+$3.72M
5
CMI icon
Cummins
CMI
+$3.26M

Top Sells

1
+$4.37M
2
+$3.84M
3
+$3.66M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.48M
5
EXC icon
Exelon
EXC
+$3.24M

Sector Composition

1 Technology 11.54%
2 Energy 10.11%
3 Financials 9.09%
4 Healthcare 7.99%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.45M 0.1%
14,283
+2,760
227
$2.42M 0.1%
16,950
-2,360
228
$2.4M 0.1%
29,701
-188
229
$2.33M 0.09%
24,268
+13,429
230
$2.32M 0.09%
11,028
+100
231
$2.31M 0.09%
143,675
-2,405
232
$2.27M 0.09%
38,710
-4,460
233
$2.26M 0.09%
125,997
-28,841
234
$2.25M 0.09%
16,728
-10,468
235
$2.22M 0.09%
30,665
+11,834
236
$2.22M 0.09%
101,705
+78,575
237
$2.21M 0.09%
182,377
+3,437
238
$2.16M 0.09%
44,189
-1,976
239
$2.16M 0.09%
71,742
-1,724
240
$2.13M 0.08%
+20,782
241
$2.13M 0.08%
6,762
242
$2.13M 0.08%
23,531
+358
243
$2.12M 0.08%
40,108
+3,291
244
$2.12M 0.08%
4,630
-1,096
245
$2.12M 0.08%
6,003
-1,092
246
$2.1M 0.08%
40,141
-37,063
247
$2.1M 0.08%
70,872
-150
248
$2.08M 0.08%
39,820
+35,049
249
$2.08M 0.08%
19,992
+12,635
250
$2.07M 0.08%
138,680
8 9
10
11 12