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
101
$4.83M 0.22%
25,947
+1,162
102
$4.81M 0.22%
48,511
+2,106
103
$4.8M 0.22%
99,681
+3,052
104
$4.79M 0.22%
82,702
-2,215
105
$4.79M 0.22%
8,312
-548
106
$4.74M 0.22%
218,365
+8,850
107
$4.72M 0.22%
23,119
+2,003
108
$4.69M 0.22%
203,244
+4,906
109
$4.6M 0.21%
35,505
+248
110
$4.53M 0.21%
14,378
-252
111
$4.5M 0.21%
91,708
+3,273
112
$4.31M 0.2%
11,468
-1,144
113
$4.12M 0.19%
129,991
-4,100
114
$4.07M 0.19%
17,058
-190
115
$3.98M 0.18%
124,693
-6,940
116
$3.97M 0.18%
43,667
-1,346
117
$3.87M 0.18%
107,182
+31,449
118
$3.84M 0.18%
15,037
-1,584
119
$3.82M 0.18%
27,385
-4,960
120
$3.82M 0.18%
236,955
+7,332
121
$3.74M 0.17%
87,446
+6,703
122
$3.7M 0.17%
45,878
+11,698
123
$3.64M 0.17%
146,989
+8,386
124
$3.53M 0.16%
127,990
-320
125
$3.48M 0.16%
34,767
-2,710