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
1176
– –
-554
1177
– –
-890
1178
– –
-746
1179
– –
-7,000
1180
– –
-197
1181
– –
-1,082
1182
– –
-1,124
1183
– –
-108
1184
– –
-1,650
1185
– –
-260
1186
– –
-2,100
1187
– –
-1,299
1188
– –
-1,740
1189
– –
-4,202
1190
– –
-190
1191
– –
-131
1192
– –
-135
1193
– –
-104
1194
– –
-102
1195
– –
-75
1196
– –
-7,450
1197
– –
-981
1198
– –
-2,964
1199
– –
-3,620
1200
– –
-350
46 47
48
49 50