We are live on ! Find out more
USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
+$6.25M
2
+$3.69M
3
+$3.64M
4
MPT
Medical Properties Trust
MPT
+$2.91M
5
DVN icon
Devon Energy
DVN
+$2.89M

Top Sells

1
+$17.9M
2
+$11.3M
3
+$3.69M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.33M
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
1251
– –
-100
1252
– –
-3,619
1253
– –
-1,989
1254
– –
-195
1255
– –
-680
1256
– –
-610
1257
– –
-2,097
1258
– –
-1,166
1259
– –
-33
1260
– –
-1,541
1261
– –
-79
1262
– –
-1,164
1263
– –
-550
1264
– –
-1,250
1265
– –
-1,000
1266
– –
-609
1267
– –
-1,578
1268
– –
-28
1269
– –
-218
1270
– –
-52
1271
– –
-50
1272
– –
-150
1273
– –
-125
1274
– –
-72
1275
– –
-1,286
49 50
51
52 53