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
1076
-1,000
1077
-30
1078
-218
1079
-311
1080
-3,000
1081
-52
1082
-248
1083
-46
1084
-50
1085
-1,286
1086
-2,590
1087
-7
1088
-50
1089
-500
1090
-402
1091
-3,595
1092
-468
1093
-359
1094
-681
1095
-1,620
1096
-46
1097
-25
1098
-100
1099
-906
1100
-1,953