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
551
$399K 0.02%
10,400
552
$399K 0.02%
+40,000
553
$398K 0.02%
+4,757
554
$394K 0.02%
4,587
+2
555
$393K 0.02%
24,670
-100
556
$389K 0.02%
7,786
-6,471
557
$387K 0.02%
1,519
-69
558
$386K 0.02%
3,364
-7
559
$385K 0.02%
7,713
560
$384K 0.02%
4,050
+800
561
$381K 0.02%
3,493
-1,124
562
$377K 0.01%
12,507
-721
563
$376K 0.01%
1,835
+55
564
$374K 0.01%
+7,350
565
$373K 0.01%
6,260
+1,450
566
$373K 0.01%
+11,186
567
$373K 0.01%
1,094
+40
568
$372K 0.01%
8,125
569
$360K 0.01%
539
-9
570
$354K 0.01%
1,256
-2
571
$347K 0.01%
14,230
+790
572
$343K 0.01%
4,760
-250
573
$340K 0.01%
1,303
+300
574
$340K 0.01%
1,147
-4
575
$339K 0.01%
1,534
21 22
23
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