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
276
$1.19M 0.06%
26,789
-1,159
277
$1.18M 0.05%
43,896
-7,298
278
$1.16M 0.05%
30,572
+395
279
$1.15M 0.05%
10,372
-248
280
$1.15M 0.05%
70,520
+25,652
281
$1.13M 0.05%
75,030
+7,155
282
$1.12M 0.05%
3,919
-247
283
$1.12M 0.05%
23,187
+821
284
$1.11M 0.05%
6,219
+1,674
285
$1.11M 0.05%
34,448
+151
286
$1.1M 0.05%
23,370
+2,255
287
$1.09M 0.05%
7,863
+458
288
$1.09M 0.05%
38,702
+2,275
289
$1.09M 0.05%
4,820
290
$1.09M 0.05%
35,000
291
$1.06M 0.05%
13,945
-6,656
292
$1.06M 0.05%
23,127
-298
293
$1.06M 0.05%
37,067
+4,588
294
$1.06M 0.05%
1,552
-123
295
$1.05M 0.05%
45,496
+27,055
296
$1.05M 0.05%
45,166
+9,331
297
$1.04M 0.05%
14,877
+1,189
298
$1.03M 0.05%
56,001
-55,996
299
$1.02M 0.05%
15,185
+305
300
$1M 0.05%
36,750
-100
10 11
12
13 14