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
326
$876K 0.04%
+35,684
327
$872K 0.04%
8,871
+850
328
$865K 0.04%
8,221
-600
329
$865K 0.04%
3,912
+950
330
$860K 0.04%
33,148
+5,662
331
$858K 0.04%
67,214
-1,000
332
$856K 0.04%
30,764
+8,304
333
$845K 0.04%
6,543
-426
334
$835K 0.04%
4,150
-26
335
$834K 0.04%
66,174
-27,743
336
$834K 0.04%
13,915
-12,818
337
$825K 0.04%
15,281
+3,335
338
$822K 0.04%
5,609
+97
339
$817K 0.04%
20,227
-14,461
340
$813K 0.04%
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341
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13,307
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342
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5,434
-2,245
343
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15,710
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344
$796K 0.04%
7,600
+100
345
$794K 0.04%
24,405
-1,401
346
$794K 0.04%
14,847
-26,285
347
$783K 0.04%
97,849
-98,285
348
$770K 0.04%
12,345
+9,191
349
$770K 0.04%
5,013
+2,199
350
$757K 0.04%
6,070
+44
12 13
14
15 16