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
1026
– –
-772
1027
– –
-136
1028
– –
-1,785
1029
– –
-2,134
1030
– –
-8,994
1031
– –
-2,000
1032
– –
-158
1033
– –
-2,727
1034
– –
-2,500
1035
– –
-1,200
1036
– –
-1,400
1037
– –
-1,200
1038
– –
-2,170
1039
– –
-2,595
1040
– –
-2,349
1041
– –
-2,500
1042
– –
-9,600
1043
– –
-200
1044
– –
-279
1045
– –
-4
1046
– –
-150
1047
– –
-986
1048
– –
-190
1049
– –
-42,294
1050
– –
-1,477
40 41
42
43 44