USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.83B
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
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
+$13.3M
3
+$4.5M
4
ASO icon
Academy Sports + Outdoors
ASO
+$3.68M
5
CMI icon
Cummins
CMI
+$3.4M

Top Sells

1
+$4.17M
2
+$3.86M
3
+$3.48M
4
EXC icon
Exelon
EXC
+$3.24M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$3.17M

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
351
$1.22M 0.05%
49,526
-31,874
352
$1.22M 0.05%
120,049
-48,100
353
$1.22M 0.05%
48,630
+6,850
354
$1.21M 0.05%
7,349
+984
355
$1.21M 0.05%
13,310
-270
356
$1.2M 0.05%
+40,996
357
$1.2M 0.05%
73,000
+12,500
358
$1.2M 0.05%
26,095
+3,211
359
$1.2M 0.05%
13,689
+49
360
$1.2M 0.05%
19,150
361
$1.19M 0.05%
80,759
362
$1.19M 0.05%
68,561
-34,648
363
$1.17M 0.05%
1,474
+19
364
$1.17M 0.05%
3,133
-31
365
$1.17M 0.05%
15,464
+5,479
366
$1.17M 0.05%
42,500
367
$1.17M 0.05%
82,367
-1,834
368
$1.16M 0.05%
9,702
369
$1.16M 0.05%
10,219
370
$1.16M 0.05%
5,076
+3,210
371
$1.16M 0.05%
+67,215
372
$1.15M 0.05%
19,568
+877
373
$1.15M 0.05%
6,465
+10
374
$1.15M 0.05%
107,156
-40,634
375
$1.15M 0.05%
113,857
+589
13 14
15
16 17