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
26
$14M 0.65%
160,621
+22,223
27
$13.7M 0.63%
60,625
+10,026
28
$13.1M 0.61%
69,352
+447
29
$13.1M 0.61%
239,002
+18,160
30
$12.8M 0.59%
178,255
+11,961
31
$12.6M 0.58%
147,307
-20,765
32
$12.2M 0.57%
440,095
-6,425
33
$11.4M 0.53%
40,824
+2,709
34
$11.3M 0.52%
109,126
+286
35
$11.3M 0.52%
27,438
-366
36
$11.1M 0.52%
109,973
+13,918
37
$10.9M 0.5%
33,811
+1,884
38
$10.7M 0.5%
115,494
-2,829
39
$10.5M 0.49%
54,175
+3,876
40
$10.5M 0.48%
70,312
+3,888
41
$10.3M 0.48%
536,592
+37,528
42
$10.3M 0.48%
166,383
+12,943
43
$10.2M 0.47%
261,324
+8,065
44
$10.1M 0.47%
575,269
+4,369
45
$9.43M 0.44%
18,982
-1,339
46
$9.27M 0.43%
283,650
+51,697
47
$9.18M 0.42%
99,790
+5,156
48
$9.11M 0.42%
318,443
+52,045
49
$9.1M 0.42%
166,742
+67,093
50
$9.09M 0.42%
167,444
+17,995
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