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
76
$6.67M 0.31%
148,608
-3,589
77
$6.55M 0.3%
113,891
+35,512
78
$6.46M 0.3%
90,296
+20,946
79
$6.43M 0.3%
21,797
-15
80
$6.43M 0.3%
136,959
+26,718
81
$6.34M 0.29%
129,407
-6,385
82
$6.06M 0.28%
210,780
+12,809
83
$6.05M 0.28%
13
-1
84
$5.89M 0.27%
165,467
-1,308
85
$5.85M 0.27%
43,404
+293
86
$5.78M 0.27%
27,276
+1,063
87
$5.77M 0.27%
41,787
-3,918
88
$5.67M 0.26%
58,791
-3,821
89
$5.62M 0.26%
88,668
+1,731
90
$5.57M 0.26%
11,793
+367
91
$5.39M 0.25%
141,354
-2,121
92
$5.34M 0.25%
106,040
+4,673
93
$5.22M 0.24%
132,241
+397
94
$5.19M 0.24%
62,282
+427
95
$5.14M 0.24%
120,218
-12,029
96
$5.04M 0.23%
10,671
-151
97
$5.04M 0.23%
30,439
+2,990
98
$4.96M 0.23%
33,444
+1,146
99
$4.93M 0.23%
20,404
+761
100
$4.83M 0.22%
86,349
+21,493
2 3
4
5 6