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
376
$1.14M 0.05%
38,676
+10,300
377
$1.14M 0.05%
50,249
378
$1.13M 0.04%
6,007
+55
379
$1.11M 0.04%
18,939
+6,700
380
$1.11M 0.04%
12,219
+967
381
$1.1M 0.04%
6,364
-111
382
$1.1M 0.04%
32,449
+141
383
$1.1M 0.04%
28,045
-717
384
$1.08M 0.04%
3,204
+2,414
385
$1.08M 0.04%
15,857
-1
386
$1.07M 0.04%
17,653
-3,565
387
$1.06M 0.04%
37,861
-250
388
$1.06M 0.04%
21,008
+14,320
389
$1.05M 0.04%
3,602
+1
390
$1.05M 0.04%
45,859
+533
391
$1.04M 0.04%
9,437
-655
392
$1.04M 0.04%
6,671
+3,264
393
$1.04M 0.04%
7,605
-87
394
$1.03M 0.04%
7,865
+93
395
$1.02M 0.04%
17,063
-500
396
$1.01M 0.04%
9,394
+850
397
$1M 0.04%
6,763
+2,456
398
$998K 0.04%
42,500
399
$998K 0.04%
36,472
-73
400
$996K 0.04%
+52,421
14 15
16
17 18