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
151
$3.83M 0.15%
465,598
-85,701
152
$3.8M 0.15%
29,362
-156
153
$3.79M 0.15%
20,117
-12,822
154
$3.77M 0.15%
33,673
+19,632
155
$3.76M 0.15%
17,110
-494
156
$3.72M 0.15%
+84,815
157
$3.72M 0.15%
51,561
+12,227
158
$3.72M 0.15%
157,274
-43,958
159
$3.71M 0.15%
42,627
-112
160
$3.69M 0.15%
40,037
-310
161
$3.64M 0.14%
39,596
-532
162
$3.63M 0.14%
16,662
+14,936
163
$3.61M 0.14%
338,583
164
$3.58M 0.14%
83,484
+4,610
165
$3.56M 0.14%
43,101
+432
166
$3.52M 0.14%
41,849
+280
167
$3.5M 0.14%
273,533
-111,809
168
$3.48M 0.14%
117,462
+9,140
169
$3.45M 0.14%
20,185
-9,257
170
$3.43M 0.14%
127,877
+12,240
171
$3.33M 0.13%
123,540
+690
172
$3.23M 0.13%
21,073
-629
173
$3.22M 0.13%
19,335
-138
174
$3.22M 0.13%
34,476
+82
175
$3.21M 0.13%
50,249
-7
5 6
7
8 9