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
301
$1.61M 0.06%
6,617
-59
302
$1.61M 0.06%
92,500
303
$1.61M 0.06%
6,398
-1,447
304
$1.61M 0.06%
67,750
-333
305
$1.61M 0.06%
14,250
+300
306
$1.6M 0.06%
33,899
+3
307
$1.59M 0.06%
34,920
-3,712
308
$1.59M 0.06%
68,154
309
$1.58M 0.06%
5,739
+60
310
$1.58M 0.06%
103,988
-29,046
311
$1.57M 0.06%
21,900
+1,430
312
$1.57M 0.06%
80,574
-1,014
313
$1.57M 0.06%
+47,729
314
$1.57M 0.06%
79,550
-1,300
315
$1.56M 0.06%
166,910
+4,709
316
$1.53M 0.06%
148,470
-10,996
317
$1.53M 0.06%
16,127
-100
318
$1.53M 0.06%
29,767
-734
319
$1.53M 0.06%
51,427
+1,330
320
$1.53M 0.06%
17,809
-14,549
321
$1.52M 0.06%
80,000
322
$1.52M 0.06%
63,750
323
$1.5M 0.06%
35,876
+4,989
324
$1.48M 0.06%
23,210
-1,400
325
$1.46M 0.06%
54,026
-1,982
11 12
13
14 15