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
351
$756K 0.04%
15,495
+11,349
352
$755K 0.04%
20,000
353
$754K 0.03%
23,254
+20,754
354
$753K 0.03%
10,365
+3,900
355
$752K 0.03%
10,063
-20,536
356
$751K 0.03%
7,419
+992
357
$750K 0.03%
6,154
358
$744K 0.03%
14,109
-4,087
359
$742K 0.03%
8,795
+114
360
$741K 0.03%
19,176
-11,609
361
$739K 0.03%
14,653
-28,006
362
$738K 0.03%
5,500
+65
363
$736K 0.03%
17,550
-21,440
364
$736K 0.03%
10,526
+35
365
$726K 0.03%
9,492
-4,770
366
$724K 0.03%
2,747
+33
367
$714K 0.03%
10,090
-9,552
368
$709K 0.03%
38,779
-5,308
369
$708K 0.03%
862
+1
370
$708K 0.03%
30,196
-24,958
371
$707K 0.03%
21,679
+3,189
372
$704K 0.03%
15,826
-67
373
$702K 0.03%
5,995
+1,500
374
$702K 0.03%
2,984
+1,208
375
$701K 0.03%
4,644
+228