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
576
$339K 0.01%
18,530
577
$337K 0.01%
1,156
+56
578
$334K 0.01%
16,580
579
$333K 0.01%
139
-9
580
$332K 0.01%
4,000
581
$330K 0.01%
700
+49
582
$325K 0.01%
10,914
+2,100
583
$324K 0.01%
19,356
584
$319K 0.01%
17,998
585
$318K 0.01%
5,412
-995
586
$317K 0.01%
1,293
-77
587
$316K 0.01%
1,385
+269
588
$313K 0.01%
20,080
589
$313K 0.01%
+7,258
590
$312K 0.01%
1,725
-33
591
$309K 0.01%
5,815
+1,206
592
$303K 0.01%
67,500
+5,000
593
$302K 0.01%
4,586
-1,511
594
$301K 0.01%
13,972
-200
595
$298K 0.01%
30,000
596
$298K 0.01%
17,961
+2,000
597
$298K 0.01%
5,310
+175
598
$296K 0.01%
+9,571
599
$294K 0.01%
+6,110
600
$293K 0.01%
11,229
-1,330
22 23
24
25 26