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
251
$2.05M 0.08%
25,000
-32
252
$2.04M 0.08%
20,078
+347
253
$2.03M 0.08%
57,374
-10,867
254
$2.02M 0.08%
16,374
+12,074
255
$2M 0.08%
30,110
-12,250
256
$1.99M 0.08%
7,920
+550
257
$1.99M 0.08%
89,558
+156
258
$1.99M 0.08%
8,758
+500
259
$1.98M 0.08%
146,123
-120
260
$1.98M 0.08%
37,549
+11,400
261
$1.98M 0.08%
12,991
+5,197
262
$1.98M 0.08%
30,670
+752
263
$1.96M 0.08%
129,787
-35,924
264
$1.94M 0.08%
5,344
-9
265
$1.93M 0.08%
10,000
+19
266
$1.93M 0.08%
18,251
+3,060
267
$1.91M 0.08%
87,562
+7,087
268
$1.89M 0.07%
99,642
+7,842
269
$1.89M 0.07%
23,258
+447
270
$1.88M 0.07%
72,222
271
$1.88M 0.07%
28,081
+18,720
272
$1.87M 0.07%
51,108
-7,954
273
$1.86M 0.07%
84,300
274
$1.85M 0.07%
11,338
+82
275
$1.85M 0.07%
11,128
+3,436
9 10
11
12 13