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
626
$258K 0.01%
2,846
+132
627
$257K 0.01%
+9,100
628
$256K 0.01%
4,455
+150
629
$252K 0.01%
7,353
630
$252K 0.01%
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631
$251K 0.01%
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632
$250K 0.01%
13,000
+30
633
$249K 0.01%
1,600
634
$247K 0.01%
7,155
635
$245K 0.01%
10,758
636
$244K 0.01%
3,000
637
$244K 0.01%
5,000
638
$242K 0.01%
4,045
-626
639
$242K 0.01%
6,742
-104
640
$241K 0.01%
+631
641
$241K 0.01%
6,750
642
$240K 0.01%
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643
$239K 0.01%
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644
$238K 0.01%
+1,071
645
$236K 0.01%
21,200
646
$235K 0.01%
1,004
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647
$234K 0.01%
1,000
-100
648
$234K 0.01%
2,695
649
$233K 0.01%
+15,094
650
$231K 0.01%
+446
24 25
26
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