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
176
$3.2M 0.13%
152,724
+442
177
$3.19M 0.13%
42,403
-299
178
$3.18M 0.13%
39,930
+415
179
$3.16M 0.13%
65,950
+539
180
$3.14M 0.12%
73,199
-3,297
181
$3.13M 0.12%
76,011
-827
182
$3.1M 0.12%
75,907
-40,989
183
$3.08M 0.12%
81,870
-1,651
184
$3.08M 0.12%
22,682
-657
185
$3.06M 0.12%
11,831
-3,263
186
$3.05M 0.12%
16,178
-566
187
$3.04M 0.12%
21,995
-657
188
$3.03M 0.12%
91,716
+20,776
189
$3.01M 0.12%
20,295
-804
190
$3M 0.12%
24,806
+6,478
191
$2.94M 0.12%
28,292
-1,223
192
$2.92M 0.12%
+27,327
193
$2.91M 0.12%
18,210
-27,328
194
$2.91M 0.12%
29,940
+1,640
195
$2.88M 0.11%
37,418
-7,575
196
$2.88M 0.11%
283,785
+10,285
197
$2.87M 0.11%
11,300
+382
198
$2.84M 0.11%
17,100
-1,261
199
$2.84M 0.11%
48,689
+26,115
200
$2.82M 0.11%
19,992
-3,127
6 7
8
9 10