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
551
$286K 0.01%
4,474
552
$284K 0.01%
13,223
+703
553
$283K 0.01%
12,154
+5
554
$273K 0.01%
7,902
-540
555
$271K 0.01%
4,042
-193
556
$270K 0.01%
606
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557
$270K 0.01%
6,970
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558
$267K 0.01%
1,823
559
$264K 0.01%
3,084
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560
$261K 0.01%
12,054
-775
561
$259K 0.01%
+24,000
562
$257K 0.01%
10,111
+17
563
$257K 0.01%
471
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564
$257K 0.01%
12,236
-794
565
$255K 0.01%
3,960
566
$254K 0.01%
1,358
-33
567
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1,450
568
$254K 0.01%
11,678
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569
$253K 0.01%
711
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570
$251K 0.01%
4,022
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571
$250K 0.01%
3,000
572
$247K 0.01%
11,304
-894
573
$247K 0.01%
+5,132
574
$245K 0.01%
3,219
-2,438
575
$245K 0.01%
10,410
+100
21 22
23
24 25