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
751
– –
-215
752
– –
-2,107
753
– –
-4,250
754
– –
-1,667
755
– –
-300
756
– –
-656
757
– –
-1,039
758
– –
-784
759
– –
-307
760
– –
-1,016
761
– –
-1,255
762
– –
-1,843
763
– –
-36
764
– –
-44,065
765
– –
-1,270
766
– –
-52
767
– –
-195
768
– –
-500
769
– –
-20
770
– –
-5,900
771
– –
-66
772
– –
-200
773
– –
-599
774
– –
-1,719
775
– –
-855
29 30
31
32 33