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
601
$210K 0.01%
3,597
602
$210K 0.01%
3,936
603
$208K 0.01%
26,650
+1,819
604
$207K 0.01%
1,339
-95
605
$202K 0.01%
+19,700
606
$177K 0.01%
13,112
+605
607
$172K 0.01%
14,770
608
$172K 0.01%
14,268
-2,076
609
$167K 0.01%
14,921
+1,000
610
$160K 0.01%
11,434
+71
611
$153K 0.01%
15,000
-15,000
612
$153K 0.01%
13,762
+12
613
$150K 0.01%
16,500
+500
614
$127K 0.01%
19,287
615
$105K ﹤0.01%
74,106
616
$104K ﹤0.01%
14,500
617
$94.8K ﹤0.01%
11,099
618
$92.8K ﹤0.01%
32,000
-10,000
619
$91.6K ﹤0.01%
12,700
-14,500
620
$89.4K ﹤0.01%
+10,065
621
$74.6K ﹤0.01%
15,194
-12,611
622
$70.1K ﹤0.01%
2,525
+1,475
623
$69.6K ﹤0.01%
30,000
624
$56K ﹤0.01%
13,590
+5,548
625
$53K ﹤0.01%
43,100
-16,500
23 24
25
26 27