We are live on ! Find out more
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
901
– –
-5
902
– –
-1,700
903
– –
-425
904
– –
-1,000
905
– –
-14
906
– –
-469
907
– –
-80
908
– –
-650
909
– –
-1,223
910
– –
-248
911
– –
-1,240
912
– –
-4
913
– –
-7
914
– –
-4,801
915
– –
-896
916
– –
-824
917
– –
-490
918
– –
-75
919
– –
-435
920
– –
-400
921
– –
-512
922
– –
-12
923
– –
-300
924
– –
-1,000
925
– –
-3,527
35 36
37
38 39