USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.83B
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
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
+$13.3M
3
+$4.5M
4
ASO icon
Academy Sports + Outdoors
ASO
+$3.68M
5
CMI icon
Cummins
CMI
+$3.4M

Top Sells

1
+$4.17M
2
+$3.86M
3
+$3.48M
4
EXC icon
Exelon
EXC
+$3.24M
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$3.17M

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
601
$293K 0.01%
7,162
+37
602
$290K 0.01%
8,828
603
$290K 0.01%
+16,011
604
$288K 0.01%
+1,575
605
$286K 0.01%
+1,985
606
$284K 0.01%
20,542
607
$284K 0.01%
14,622
-3,384
608
$283K 0.01%
+11,589
609
$281K 0.01%
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610
$281K 0.01%
2,071
-233
611
$276K 0.01%
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612
$274K 0.01%
10,273
-1,146
613
$273K 0.01%
+9,000
614
$273K 0.01%
+3,230
615
$271K 0.01%
+5,309
616
$271K 0.01%
9,011
+52
617
$271K 0.01%
782
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618
$270K 0.01%
4,916
619
$268K 0.01%
114,055
-67,203
620
$267K 0.01%
+12,580
621
$267K 0.01%
+4,002
622
$266K 0.01%
3,476
623
$264K 0.01%
+2,566
624
$262K 0.01%
1,028
625
$261K 0.01%
27,300
23 24
25
26 27