USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
+$6.25M
2
+$3.69M
3
+$3.64M
4
MPT
Medical Properties Trust
MPT
+$2.91M
5
DVN icon
Devon Energy
DVN
+$2.89M

Top Sells

1
+$17.9M
2
+$11.3M
3
+$3.69M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.33M
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
451
$448K 0.02%
8,825
452
$445K 0.02%
12,800
-2,000
453
$443K 0.02%
10,071
+927
454
$442K 0.02%
23,650
-161,332
455
$442K 0.02%
57,723
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456
$441K 0.02%
6,605
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457
$440K 0.02%
7,145
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458
$437K 0.02%
1,954
+515
459
$434K 0.02%
37,154
-5,000
460
$434K 0.02%
3,959
-7,404
461
$430K 0.02%
38,000
462
$427K 0.02%
1,239
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463
$426K 0.02%
10,882
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464
$422K 0.02%
3,788
+1
465
$419K 0.02%
48,500
-35,865
466
$419K 0.02%
9,843
-3,397
467
$416K 0.02%
3,250
468
$415K 0.02%
+14,731
469
$415K 0.02%
5,550
+1,090
470
$413K 0.02%
71,483
+25,022
471
$411K 0.02%
1,940
472
$410K 0.02%
3,307
+2,878
473
$404K 0.02%
2,169
+107
474
$404K 0.02%
28,460
475
$399K 0.02%
1,950
+10
17 18
19
20 21