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
1001
– –
-875
1002
– –
-300
1003
– –
-50
1004
– –
-21,593
1005
– –
-1,000
1006
– –
-200
1007
– –
-200
1008
– –
-21,149
1009
– –
-1,652
1010
– –
-3,807
1011
– –
-100
1012
– –
-250
1013
– –
-500
1014
– –
-7,231
1015
– –
-37
1016
– –
-707
1017
– –
-198
1018
– –
-19
1019
– –
-2,583
1020
– –
-755
1021
– –
-505
1022
– –
-269
1023
– –
-1,723
1024
– –
-310
1025
– –
-215
39 40
41
42 43