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
276
$1.85M 0.07%
26,077
+67
277
$1.85M 0.07%
82,963
278
$1.85M 0.07%
14,299
+448
279
$1.84M 0.07%
19,707
280
$1.83M 0.07%
85,347
+200
281
$1.82M 0.07%
53,901
282
$1.78M 0.07%
23,417
+1,044
283
$1.77M 0.07%
72,968
-27,127
284
$1.76M 0.07%
20,785
-509
285
$1.75M 0.07%
21,552
-2,154
286
$1.73M 0.07%
26,043
-15
287
$1.72M 0.07%
37,814
288
$1.71M 0.07%
6,389
+3,182
289
$1.71M 0.07%
82,614
+37,014
290
$1.7M 0.07%
34,341
-103
291
$1.69M 0.07%
27,492
-25
292
$1.68M 0.07%
56,760
-7,923
293
$1.67M 0.07%
134,625
-4,795
294
$1.66M 0.07%
9,391
+419
295
$1.66M 0.07%
26,535
-98
296
$1.65M 0.07%
49,700
+475
297
$1.64M 0.06%
47,560
-567
298
$1.64M 0.06%
75,202
+12,180
299
$1.63M 0.06%
34,044
+6,609
300
$1.62M 0.06%
52,773
-19,259
10 11
12
13 14