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
526
$313K 0.01%
1,264
+3
527
$313K 0.01%
1,391
+113
528
$312K 0.01%
1,480
-5
529
$311K 0.01%
14,054
+2,700
530
$307K 0.01%
11,371
-31,027
531
$304K 0.01%
5,581
-100
532
$303K 0.01%
9,649
+9,597
533
$303K 0.01%
3,119
-740
534
$303K 0.01%
8,098
+4,613
535
$302K 0.01%
11,340
-285
536
$302K 0.01%
7,800
-300
537
$301K 0.01%
7,625
538
$300K 0.01%
8,789
+972
539
$296K 0.01%
19,598
+2,200
540
$296K 0.01%
13,276
-6,261
541
$295K 0.01%
13,290
+7,645
542
$294K 0.01%
9,300
-200
543
$294K 0.01%
24,060
-24,202
544
$294K 0.01%
12,144
545
$291K 0.01%
73,760
-22,341
546
$290K 0.01%
2,479
-85
547
$289K 0.01%
3,353
+2,886
548
$289K 0.01%
+4,125
549
$288K 0.01%
13,222
-5,300
550
$288K 0.01%
4,957
-417
20 21
22
23 24