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
476
$618K 0.02%
18,861
-641
477
$618K 0.02%
14,410
+1,862
478
$616K 0.02%
15,648
-103
479
$614K 0.02%
2,431
-1,349
480
$610K 0.02%
5,688
481
$607K 0.02%
5,880
+2,187
482
$595K 0.02%
11,690
+4,715
483
$592K 0.02%
1,990
484
$590K 0.02%
4,567
+572
485
$588K 0.02%
5,049
+23
486
$585K 0.02%
75,150
+5,950
487
$584K 0.02%
3,268
488
$581K 0.02%
12,226
489
$575K 0.02%
21,663
+70
490
$564K 0.02%
3,491
+59
491
$559K 0.02%
+40,695
492
$557K 0.02%
62,690
-18,690
493
$546K 0.02%
9,759
-1,588
494
$545K 0.02%
10,116
-1,828
495
$539K 0.02%
9,818
496
$529K 0.02%
40,600
+15,000
497
$529K 0.02%
37,732
-58,015
498
$528K 0.02%
9,095
499
$524K 0.02%
8,715
-1,895
500
$520K 0.02%
1,448
+131
18 19
20
21 22