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
1201
– –
-178
1202
– –
-2,390
1203
– –
-250
1204
– –
-50
1205
– –
-60
1206
– –
-1,973
1207
– –
-670
1208
– –
-5,150
1209
– –
-1,334
1210
– –
-266
1211
– –
-23
1212
– –
-1,053
1213
– –
-199
1214
– –
-2,344
1215
– –
-423
1216
– –
-10
1217
– –
-227
1218
– –
-449
1219
– –
-2,400
1220
– –
-1,000
1221
– –
-1,994
1222
– –
-4,000
1223
– –
-2,104
1224
– –
-148
1225
– –
-400
47 48
49
50 51