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
451
$696K 0.03%
3,815
-115
452
$695K 0.03%
55,000
+9,350
453
$684K 0.03%
31,404
+480
454
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3,000
455
$679K 0.03%
16,141
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456
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11,945
+70
457
$676K 0.03%
10,691
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458
$675K 0.03%
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+2
459
$660K 0.03%
18,146
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460
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461
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13,095
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462
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166,065
+6,016
463
$652K 0.03%
9,104
-1,189
464
$650K 0.03%
+57,910
465
$649K 0.03%
27,000
+3,000
466
$649K 0.03%
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467
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468
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6,176
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469
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12,342
-6,426
470
$641K 0.03%
16,079
-4,170
471
$640K 0.03%
28,445
+14,896
472
$636K 0.03%
2,983
-72
473
$631K 0.03%
12,080
474
$626K 0.02%
+26,572
475
$625K 0.02%
3,059
-13
17 18
19
20 21