USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
+$6.25M
2
+$3.69M
3
+$3.64M
4
MPT
Medical Properties Trust
MPT
+$2.91M
5
DVN icon
Devon Energy
DVN
+$2.89M

Top Sells

1
+$17.9M
2
+$11.3M
3
+$3.69M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.33M
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
701
– –
-1,000
702
– –
-10
703
– –
-2,028
704
– –
-183
705
– –
-1,782
706
– –
-1,416
707
– –
-459
708
– –
-310
709
– –
-497
710
– –
-10,033
711
– –
-20,000
712
– –
-15,191
713
– –
-25
714
– –
-415
715
– –
-100
716
– –
-325
717
– –
-25
718
– –
-500
719
– –
-500
720
– –
-2,006
721
– –
-16
722
– –
-155
723
– –
-500
724
– –
-890
725
– –
-7,000
27 28
29
30 31