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
51
$10.8M 0.43%
69,035
+2,931
52
$10.7M 0.42%
117,427
+883
53
$10.5M 0.42%
29,535
+154
54
$10.5M 0.41%
20,838
-366
55
$10.4M 0.41%
138,180
+3,705
56
$10.2M 0.4%
258,672
+8,231
57
$10.2M 0.4%
21,305
-200
58
$9.93M 0.39%
129,620
-12,792
59
$9.93M 0.39%
480,021
+7,380
60
$9.87M 0.39%
177,777
+43,869
61
$9.71M 0.38%
81,902
+93
62
$9.5M 0.38%
50,391
+458
63
$9.2M 0.36%
177,697
+6,338
64
$9.2M 0.36%
35,591
-562
65
$9.08M 0.36%
164,655
+4,604
66
$8.7M 0.34%
129,124
-539
67
$8.66M 0.34%
294,550
-22,320
68
$8.63M 0.34%
125,778
-584
69
$8.41M 0.33%
96,448
+96
70
$8.37M 0.33%
39,048
-3,038
71
$8.23M 0.33%
45,023
+220
72
$8.15M 0.32%
35,227
+531
73
$8.14M 0.32%
56,987
+177
74
$8.09M 0.32%
111,450
-14,516
75
$8.07M 0.32%
167,304
+2,415
1 2
3
4 5