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
526
$461K 0.02%
21,851
527
$460K 0.02%
2,103
-455
528
$459K 0.02%
260
-20
529
$458K 0.02%
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-10
530
$454K 0.02%
1,174
531
$453K 0.02%
30,125
532
$451K 0.02%
31,407
+1,498
533
$449K 0.02%
12,165
-100
534
$444K 0.02%
+14,409
535
$444K 0.02%
2,150
536
$443K 0.02%
10,461
-50
537
$443K 0.02%
4,317
-7
538
$443K 0.02%
1,662
+69
539
$437K 0.02%
1,702
540
$433K 0.02%
3,700
-45
541
$432K 0.02%
1,735
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542
$421K 0.02%
3,503
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543
$420K 0.02%
4,659
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544
$420K 0.02%
2,795
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545
$416K 0.02%
613
546
$411K 0.02%
1,750
547
$409K 0.02%
10,500
548
$407K 0.02%
27,355
549
$403K 0.02%
19,094
-3,000
550
$403K 0.02%
1,707
+148
20 21
22
23 24