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
51
$8.92M 0.41%
715,697
+56,346
52
$8.77M 0.41%
214,469
+25,518
53
$8.72M 0.4%
50,883
+6,680
54
$8.46M 0.39%
66,273
-5,777
55
$8.39M 0.39%
301,950
-3,660
56
$8.32M 0.39%
45,924
+3,151
57
$8.24M 0.38%
239,177
+37,946
58
$8.18M 0.38%
126,751
+6,546
59
$7.95M 0.37%
157,170
+50,841
60
$7.93M 0.37%
101,270
+8,636
61
$7.83M 0.36%
80,524
+4,979
62
$7.79M 0.36%
174,606
-695
63
$7.79M 0.36%
67,945
+5,626
64
$7.76M 0.36%
53,669
+10,843
65
$7.68M 0.36%
110,848
+2,852
66
$7.56M 0.35%
71,019
-18,771
67
$7.42M 0.34%
211,263
+11,591
68
$7.39M 0.34%
301,092
+50,648
69
$7.36M 0.34%
44,004
+2,174
70
$7.32M 0.34%
79,013
-475
71
$7.25M 0.34%
39,578
+1,040
72
$7.06M 0.33%
75,846
+1,857
73
$7.03M 0.33%
217,348
+40,726
74
$6.92M 0.32%
19,040
+154
75
$6.73M 0.31%
44,188
+201
1 2
3
4 5