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
126
$4.58M 0.18%
104,002
+3,171
127
$4.51M 0.18%
10,880
+293
128
$4.5M 0.18%
56,918
+359
129
$4.49M 0.18%
184,232
-10,852
130
$4.48M 0.18%
10,420
-180
131
$4.46M 0.18%
120,861
-1,979
132
$4.43M 0.18%
39,366
+50
133
$4.32M 0.17%
9,314
-180
134
$4.21M 0.17%
13,004
-235
135
$4.16M 0.16%
42,362
-400
136
$4.15M 0.16%
306,395
+67,296
137
$4.14M 0.16%
38,144
-739
138
$4.11M 0.16%
98,114
-17,401
139
$4.1M 0.16%
130,516
+24,008
140
$4.08M 0.16%
19,757
+475
141
$4.05M 0.16%
149,963
-41,622
142
$4.03M 0.16%
25,635
-798
143
$4M 0.16%
34,044
-19,729
144
$3.98M 0.16%
39,627
-625
145
$3.98M 0.16%
60,365
+1,804
146
$3.97M 0.16%
102,453
-104
147
$3.94M 0.16%
11,206
+5,096
148
$3.89M 0.15%
16,945
-79
149
$3.88M 0.15%
92,919
+13,403
150
$3.84M 0.15%
71,308
+4,985
4 5
6
7 8