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
1101
– –
-15
1102
– –
-145
1103
– –
-1,120
1104
– –
-114
1105
– –
-2,332
1106
– –
-2,007
1107
– –
-600
1108
– –
-350
1109
– –
-764
1110
– –
-3,840
1111
– –
-1,206
1112
– –
-200
1113
– –
-349
1114
– –
-400
1115
– –
-54
1116
– –
-127
1117
– –
-214
1118
– –
-514
1119
– –
-59
1120
– –
-20
1121
– –
-75
1122
– –
-500
1123
– –
-350
1124
– –
-248
1125
– –
-979
43 44
45
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