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
101
$5.78M 0.23%
25,565
-531
102
$5.65M 0.22%
97,346
+35,688
103
$5.56M 0.22%
62,489
+272
104
$5.53M 0.22%
83,185
+39,757
105
$5.51M 0.22%
64,539
-6
106
$5.4M 0.21%
26,936
+59
107
$5.29M 0.21%
105,091
-3,131
108
$5.17M 0.21%
119,245
-31,791
109
$5.11M 0.2%
31,407
+10,249
110
$5.09M 0.2%
25,864
+144
111
$5.08M 0.2%
8,964
-195
112
$5.06M 0.2%
71,800
-195
113
$5.05M 0.2%
25,106
-7,380
114
$5.02M 0.2%
24,081
-7,459
115
$5.02M 0.2%
98,336
+32,747
116
$5.01M 0.2%
5,477
-255
117
$4.94M 0.2%
79,708
+11,248
118
$4.9M 0.19%
62,247
-9,218
119
$4.82M 0.19%
148,760
-700
120
$4.75M 0.19%
33,872
+726
121
$4.71M 0.19%
67,393
+1,887
122
$4.64M 0.18%
137,513
+1,213
123
$4.63M 0.18%
38,523
-461
124
$4.62M 0.18%
243,348
-3,910
125
$4.62M 0.18%
78,854
-496
3 4
5
6 7