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
501
$519K 0.02%
+1,964
502
$517K 0.02%
75,000
-66,000
503
$512K 0.02%
+11,075
504
$506K 0.02%
7,000
505
$504K 0.02%
11,933
+17
506
$503K 0.02%
11,160
-14
507
$503K 0.02%
17,364
508
$500K 0.02%
96,391
-28,945
509
$498K 0.02%
18,526
-200
510
$497K 0.02%
36,628
-115
511
$496K 0.02%
8,189
-6,849
512
$496K 0.02%
12,965
-16
513
$495K 0.02%
12,019
514
$493K 0.02%
64,750
+1,000
515
$490K 0.02%
3,995
516
$488K 0.02%
6,118
+3,057
517
$488K 0.02%
18,825
518
$486K 0.02%
3,186
+57
519
$483K 0.02%
8,357
+1,666
520
$482K 0.02%
+38,000
521
$476K 0.02%
1,352
+39
522
$474K 0.02%
3,250
523
$473K 0.02%
9,949
-12
524
$469K 0.02%
1,668
+100
525
$467K 0.02%
30,690
+11,750
19 20
21
22 23