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
251
$1.47M 0.07%
63,039
-755
252
$1.46M 0.07%
31,661
-20,024
253
$1.46M 0.07%
35,000
-7,500
254
$1.46M 0.07%
115,802
+1,254
255
$1.45M 0.07%
50,000
256
$1.44M 0.07%
157,913
-4,200
257
$1.38M 0.06%
55,463
258
$1.38M 0.06%
14,753
+7,236
259
$1.38M 0.06%
17,332
-402
260
$1.38M 0.06%
76,800
261
$1.35M 0.06%
36,792
+497
262
$1.34M 0.06%
85,500
263
$1.33M 0.06%
42,101
-1,874
264
$1.3M 0.06%
17,662
-1,273
265
$1.29M 0.06%
41,453
-114,901
266
$1.29M 0.06%
50,976
+614
267
$1.27M 0.06%
37,788
-5
268
$1.27M 0.06%
73,000
269
$1.26M 0.06%
7,736
+100
270
$1.26M 0.06%
12,611
-18,650
271
$1.25M 0.06%
20,950
+20,750
272
$1.22M 0.06%
16,542
-13,041
273
$1.22M 0.06%
60,500
+500
274
$1.21M 0.06%
14,912
+91
275
$1.21M 0.06%
69,510
9 10
11
12 13