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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
1301
-1,953
1302
-15
1303
-145
1304
-1,120
1305
-114
1306
-1,248
1307
-2,007
1308
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1309
-910
1310
-2,400
1311
-1,004
1312
-3,382
1313
-815
1314
-1,658
1315
-387
1316
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1317
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1318
-1,762
1319
-200
1320
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1321
-250
1322
-500
1323
-3,656
1324
-716
1325
-60