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
576
$242K 0.01%
35,000
577
$241K 0.01%
+2,940
578
$240K 0.01%
13,774
-76
579
$238K 0.01%
4,765
+821
580
$238K 0.01%
5,000
581
$238K 0.01%
29,718
-23,522
582
$238K 0.01%
4,130
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583
$237K 0.01%
11,239
+1,145
584
$234K 0.01%
2,980
585
$232K 0.01%
2,981
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586
$230K 0.01%
1,100
-2,269
587
$228K 0.01%
11,706
-5,111
588
$224K 0.01%
4,100
589
$222K 0.01%
9,671
-679
590
$222K 0.01%
2,224
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591
$222K 0.01%
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592
$221K 0.01%
2,639
593
$220K 0.01%
2,102
+334
594
$219K 0.01%
7,265
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595
$216K 0.01%
1,039
596
$215K 0.01%
463
+45
597
$213K 0.01%
15,800
598
$212K 0.01%
1,893
599
$211K 0.01%
6,836
-315
600
$210K 0.01%
592
+87
22 23
24
25 26