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
$2.16B
AUM Growth
+$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,623
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$3.72M
3
+$3.66M
4
SYY icon
Sysco
SYY
+$2.9M
5
DVN icon
Devon Energy
DVN
+$2.57M

Top Sells

1
+$17.9M
2
+$11.2M
3
+$3.59M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.34M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$3.3M

Sector Composition

1 Energy 20.33%
2 Technology 10.4%
3 Healthcare 7.08%
4 Financials 6.98%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.08%
26,900
+2,610
227
$1.72M 0.08%
80,000
228
$1.72M 0.08%
14,780
+3
229
$1.71M 0.08%
10,282
+187
230
$1.71M 0.08%
10,342
+80
231
$1.7M 0.08%
18,274
-120
232
$1.7M 0.08%
8,749
-516
233
$1.68M 0.08%
119,467
-1,950
234
$1.65M 0.08%
46,754
-10,851
235
$1.63M 0.08%
8,143
+902
236
$1.62M 0.07%
18,412
-999
237
$1.6M 0.07%
39,864
-2,862
238
$1.6M 0.07%
7,710
+1,665
239
$1.57M 0.07%
11,179
+233
240
$1.56M 0.07%
8,131
+304
241
$1.54M 0.07%
124,250
+1,530
242
$1.54M 0.07%
4,621
-78
243
$1.54M 0.07%
5,732
244
$1.53M 0.07%
11,965
+411
245
$1.52M 0.07%
3,852
+32
246
$1.52M 0.07%
3,954
+925
247
$1.52M 0.07%
34,250
-3,816
248
$1.52M 0.07%
14,075
+504
249
$1.51M 0.07%
11,136
-1,000
250
$1.48M 0.07%
182,342
-33,237
8 9
10
11 12