USCWA
U.S. Capital Wealth Advisors Portfolio holdings
AUM
$3.42B
1-Year Return
15.04%
This Quarter Return
+2.95%
1 Year Return
+15.04%
3 Year Return
+53.3%
5 Year Return
–
10 Year Return
–
AUM
$2.16B
AUM Growth
+$1.71M
(+0.08%)
Cap. Flow
-$72.7M
Cap. Flow
% of AUM
-3.36%
Top 10 Holdings %
Top 10 Hldgs %
30.74%
Holding
1,623
New
17
Increased
306
Reduced
242
Closed
990
Top Buys
| 1 |
Walmart
WMT
|
+$6.47M |
| 2 |
Enterprise Products Partners
EPD
|
+$3.72M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$3.66M |
| 4 |
Sysco
SYY
|
+$2.9M |
| 5 |
Devon Energy
DVN
|
+$2.57M |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
+$17.9M |
| 2 |
ClearShares Ultra-Short Maturity ETF
OPER
|
+$11.2M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.59M |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$3.34M |
| 5 |
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% |