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USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
751
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-28,065
752
– –
-6,257
753
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-9,378
754
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-9,271
755
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-190,000
756
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-17
757
– –
-7,627
758
– –
-6,240
759
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-5,500
760
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-689
761
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-7,268
762
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-12,050
763
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-3,582
764
– –
-5,681
765
– –
-23,810
766
– –
-2,619
767
– –
-2,575
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