The August 10 Volume Map: How a +6,137% Sector Rotation Set Up Five 100%+ Runners

Twenty tickers cleared 5x relative volume into August 10, but the cleaner read is where the money rotated first. Consumer Cyclical average RVOL went from 1.21 to 75.34 week-over-week (+6,137%), and the small-caps that ran hardest sat squarely in that lane. This digest walks the five names that carried the surge, the pattern completion behind them, and the filing backdrop you needed to see before they moved.

TLDR

• SCKT led the trailing five-session board at +412.6% ($0.41 to $2.09) on 220.9M shares. A $10,000 close-to-close position returned $41,260.
• YJ printed the widest single-session window: a +1,017.6% MFE on August 7 ($1.25 full-day low to $13.97 high), the deepest low-to-high spread on the board.
• Consumer Cyclical RVOL rotated in +6,137% week-over-week (1.21 to 75.34) — the loudest sector rotation signal on the tape, and both YJ and JWEL sat inside it.
• Small caps are leading: Russell 2000 (IWM) at $299.98, just -1.0% from its 52-week high. The macro call is Small-Cap Leadership.
• Pattern follow-through held at 100% across all three tracked setups — 116 high-volume breakouts and 290 intraday-doubling moves all reached target over the last 30 days.

What the August 10 Tape Actually Showed

The volume was broad, not concentrated in one name. Twenty tickers crossed 5x RVOL, and the trailing five-session runner map (August 4 through August 10) held fifteen names above +50% close-to-close. That breadth matters more than any single spike: when a dozen-plus small caps run together, market makers are testing supply across the whole low-float complex, not just chasing one headline.

The macro backdrop supported it. The Russell 2000 (IWM) — the small-cap macro tell — closed at $299.98, within 5% of its 52-week high ($303.06), up +1.3% over five days and +2.2% over twenty. The S&P 500 (SPY) sat at $773.03, just -0.5% from its own 52-week high, up +3.2% over twenty days. The Nasdaq 100 (QQQ) closed at $720.87 and the Dow Jones Industrial (DIA) at $538.99. With small caps outperforming large caps, the read is Small-Cap Leadership — the backdrop where low-float squeezes have better follow-through.

For context on how this compares to a normal Tuesday: the last four Tuesdays averaged a top gain of 359.2%, and last week's tape was runner-heavy with 29 names above +50% against a four-week baseline of roughly 7.2 per week. This was an active period, not a quiet one.

The Five Small-Caps That Carried the Surge

Five names anchored the board, and every one of them cleared +100% close-to-close over the trailing five sessions. Here is the runner map, split-adjusted, using $10,000 as the position base throughout this section.

SCKT topped the board at +412.6%, moving from $0.41 to $2.09 on 220.9M shares — the heaviest volume of the five. A $10,000 position held close-to-close over the run returned $41,260. SCKT is the kind of sub-$1 technology name where the first green day on expanding volume is the whole trade; by the time it prints $2.09 the easy risk/reward is gone.

YJ delivered the widest intraday window on the tape. On August 7 it ran +161.6% at the market close, but the full-session numbers tell the real story: pre-market ranged $1.25 to $1.49, the regular session opened $1.38 and stretched to a $13.97 high before closing $3.61. That is a +1,017.6% MFE low-to-high across all sessions — the deepest spread on the board. A $10,000 entry at the $1.25 full-day low, exited at the $13.97 high, was worth $101,760. Nobody catches the exact low and exact high, but even a fraction of that range dwarfs the +106.6% close-to-close figure. The gap between YJ's close-to-close gain and its MFE is exactly why max favorable excursion is the number day traders track.

JWEL was the August 10 volume standout. It traded 85.2M shares at 19,836.3x its 50-day average volume — pre-market printed a $6.24 high, the regular session opened $3.97, ran to $5.17, dipped to $2.94 and closed $3.96, essentially flat at -0.1% on the market close. But the full-day range of $1.72 to $6.24 is a +262.8% MFE. A $10,000 position working that low-to-high range was worth $26,280, even though a buy-and-hold-the-close trader walked away with nothing. JWEL sits in the 12+ months runway tier with two active facilities and two completed offerings on file — this is not a cash-crunch name, and no press releases surfaced in the database, so the specific catalyst was not identified in available press releases. The move was mechanical: a Jewelry / Consumer Cyclical low-float name catching a rotation bid. For the pre-market setup on JWEL, see JWEL +175.8% Pre-Market: Low-Float Ignite.

XHLD ran +245.6% close-to-close over the five sessions, but its August 6 single-session action was the violent one: the regular session opened $0.81, spiked to a $5.42 high, held a $0.77 low and closed $2.81 — a +603.9% MFE across all sessions, with the after-hours close back at $1.88. A $10,000 position capturing that low-to-high range was worth $60,390. XHLD filed an 8-K on August 10; small-cap financial results are rarely the driver on names like this, so treat the filing as a date-stamp, not a thesis.

CLRO was the steadiest of the five, grinding +113.4% from $4.18 to $8.92 on 69.1M shares — a $10,000 close-to-close position returned $11,340. CLRO also filed an S-1 registration last week (one of two S-1 filings across the whole three-day window), which puts fresh share supply into the picture for anyone still holding higher.

Pattern Activity: Breakouts and Intraday Doubles Both Ran Hot

Every tracked pattern completed. Over the past seven days the scanner logged 231 patterns at a 100% completion rate, against a 90-day weekly average of 198.1 — an above-normal week. The breakdown: 27 big-volume events (stocks trading 100M+ shares intraday), 118 liquidity tests where market makers probed key price levels, and 86 stocks that gained 100%+ intraday.

Over the last 30 days, 116 high-volume breakout setups triggered and all 116 hit their target — 100% follow-through. Separately, 290 intraday-doubling setups fired and all 290 reached completion. SCKT's 220.9M-share session and JWEL's 85.2M-share day are exactly the kind of prints that put a name into the high-volume breakout bucket. The liquidity-test pattern — where price sweeps a level to test supply before the real move, or where insiders build ahead of a catalyst — fired 118 times this week, the highest-count setup of the three.

Filing Activity and the Dilution Backdrop

The three-day filing window was offering-heavy, which is the norm on a runner-heavy tape. Companies price into strength, so the same rotation that lifts these names also pulls fresh supply into the market.

In the past three days, 14 companies filed 424B5 pricing supplements across 12 unique tickers, and 22 424B3 prospectus filings landed from 9 tickers. Two fresh S-1 registrations hit — CLRO was one of them. On the 8-K side, 303 filings landed across 284 unique tickers over three days, and XHLD's August 10 8-K sat inside that count.

Insider activity clustered too. Five tickers logged 3+ Form 4 filings in three days: FSBW with 11, APVO with 10, BLSM with 9, PAHC with 8 and LEG with 7. Insider clusters cut both ways — accumulation ahead of a catalyst or scheduled sales into strength — so read them alongside the facility data, never alone.

Zooming out to the market-wide dilution picture (approximate counts; exact totals withheld): the active universe carries roughly ~5,800 active warrant facilities, ~3,100 active shelves, ~2,100 active ATM programs, ~1,400 convertible notes, ~800 convertible preferred facilities, ~600 S-1 offerings, and ~500 equity lines. That is the standing overhang every low-float runner trades against. The opportunity is that market makers and companies frequently push a stock up before pricing an offering — you want to ride that pre-offering run, then step aside when the 424B5 hits. For the full mechanics, see Trading the Dilution Cycle: Pre-Offering Runs and Post-ATM Fades.

What's Setting Up Next

The rotation signal is the forward tell. Consumer Cyclical RVOL rotated in +6,137% week-over-week (1.21 to 75.34), and Jewelry specifically ran +406% (1.06 to 5.37) — the two lanes JWEL and YJ occupy. Basic Materials (+487%), Electronic Components (+446%), Machinery (+408%), Financial Services (+346%) and Technology (+306%) all rotated in as well. When average sector RVOL jumps by multiples in a week, capital is moving into that group, and continuation candidates tend to come from the sectors already carrying volume — not from cold names.

Of the five featured runners, CLRO is the one with a fresh S-1 in the pipeline, so its float math changes if that registration goes effective and shares unlock. JWEL and XHLD both sit in the 12+ months runway tier, meaning neither is under immediate financing pressure — the runs there were rotation-driven, not distress-driven. Watch whether the Consumer Cyclical bid holds into this week; the most common week-arc pattern over the last six weeks was steady-to-steady, but last week resolved runner-heavy.

Scanner Setup of the Week

Here is a concrete configuration to catch names like these before they extend. In the SNACS scanner, set RVOL to 5x minimum, price $0.50–$10, float under 25M shares, and add the SEC filing-type filter for S-1 and 424B5 so you see fresh supply on the same screen. Sort by RVOL descending. That surfaces the low-float, high-relative-volume names first — the JWEL-at-19,836x-ADV profile.

Then click any ticker to open the ticker details page: you get the chart, the dilution risk panel (active shelf, ATM and warrant facilities), recent news, and the filing list in one view — the same data that flagged CLRO's S-1. Pair a saved scan with a Dynamic Watchlist so matches auto-populate in real time, and the star indicator from a AI Playbook Builder pattern tells you when a live setup fires on a name you are already watching.

For the dilution side, the SEC research tool's dilution snapshot gives you active facility counts, shares at risk, and the lowest exercise price per ticker — the second path to the same overhang data the scanner shows. If you traded any of these, the trading journal AI Insights will show your MFE capture rate: the gap between what you booked and the +1,017.6% YJ window is the number worth improving.

How to Play This

The framework here is rotation-first, then float, then filings. Start with the sectors carrying volume — Consumer Cyclical and Jewelry led on August 10 — then narrow to sub-25M-share floats where a rotation bid moves price fast. Get in on the first green day with expanding volume, size against the pre-market range, and manage risk at the prior session's structure. The risk is the offering: a name up 100%+ with a fresh S-1 or an active ATM can reverse hard when supply hits, so the MFE lives in the run-up, not the hold. YJ closing at $3.61 after tagging $13.97 is the lesson — the trade was the range, not the close.

This is descriptive, not advice. But the mechanics repeat: rotation in, low float, catalyst or filing, volume expansion, then a fade into supply. For a broader read on how these weeks stack up, compare against the August 3 data digest.

FAQ

What does 5x RVOL mean and why does it matter?

RVOL (relative volume) of 5x means a stock is trading five times its average volume for that time of day, signaling unusual activity from a catalyst, filing, or rotation. On August 10, twenty tickers crossed 5x RVOL, and JWEL hit 19,836.3x its 50-day average — an extreme reading that flags the name for a closer look before the move fully extends.

What is MFE and why is it higher than the closing gain?

MFE (max favorable excursion) is the best possible trade from the day's low to its high across all sessions, while the closing gain only measures open-to-close. YJ closed +161.6% on August 7 but offered a +1,017.6% MFE ($1.25 low to $13.97 high) — the gap shows why timing the entry and exit matters far more than buying and holding to the bell on volatile small caps.

Which sector rotated in hardest on August 10?

Consumer Cyclical rotated in hardest, with average RVOL jumping +6,137% week-over-week (1.21 to 75.34). Jewelry ran +406% and Technology +306%. Both JWEL and YJ sat inside the Consumer Cyclical lane, which is why rotation is the first filter — capital moves into a group before individual names extend.

How do I find these setups before they run?

Set the SNACS scanner to RVOL 5x minimum, price $0.50–$10, and float under 25M shares, then add the SEC filing-type filter for S-1 and 424B5 to catch fresh supply on the same screen. Sort by RVOL descending and click any ticker to open the ticker details page for its dilution panel, filings, and news in one view.

Is a stock filing an S-1 or 424B5 automatically bearish?

Not immediately — companies and market makers often push a stock up before pricing an offering at a higher level, so the pre-offering run can be the trade. The risk is buying into the offering itself, when new share supply hits the market. CLRO filed an S-1 last week; the play is riding the run-up and stepping aside when the pricing supplement lands.

Was August 10 an active or quiet period for small caps?

Active. The scanner logged 231 patterns over seven days against a 90-day weekly average of 198.1, and last week ran runner-heavy with 29 names above +50% versus a four-week baseline of roughly 7.2 per week. The Russell 2000 (IWM) at $299.98 sitting within 1% of its 52-week high confirmed the small-cap leadership backdrop.

What do the pattern follow-through numbers mean?

Over the past 30 days, 116 high-volume breakout setups triggered and all 116 hit target, while 290 intraday-doubling moves all reached completion — 100% follow-through on both. These are historical completion counts, not win-rate predictions; they describe how often a triggered pattern reached its measured target, which is why volume expansion is the confirmation signal to watch.

Why track insider Form 4 clusters?

A Form 4 cluster is multiple insider transactions from the same company in a short window, and it can signal accumulation ahead of a catalyst or scheduled selling into strength. Five tickers clustered over three days — FSBW (11), APVO (10), BLSM (9), PAHC (8) and LEG (7) — and reading those alongside the dilution facility data tells you whether insiders are building or distributing.