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
301
$982K 0.05%
15,732
+5,272
302
$980K 0.05%
17,074
-725
303
$969K 0.04%
23,373
-1,472
304
$964K 0.04%
5,788
-502
305
$964K 0.04%
5,907
+334
306
$958K 0.04%
19,970
307
$956K 0.04%
+23,191
308
$948K 0.04%
20,000
309
$947K 0.04%
5,968
-2,578
310
$945K 0.04%
13,962
-6,231
311
$940K 0.04%
12,694
-39
312
$938K 0.04%
16,992
-60
313
$923K 0.04%
4,148
-29
314
$919K 0.04%
8,943
+11
315
$917K 0.04%
16,874
-1,128
316
$909K 0.04%
4,450
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317
$908K 0.04%
50,675
+19,300
318
$907K 0.04%
9,777
+3,318
319
$903K 0.04%
51,143
-6,609
320
$898K 0.04%
14,883
-24
321
$895K 0.04%
23,993
+5,361
322
$893K 0.04%
7,176
-1,500
323
$885K 0.04%
10,580
+3,520
324
$884K 0.04%
27,539
+2,151
325
$879K 0.04%
13,300