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
-600
1302
-30
1303
-105
1304
-27
1305
-100
1306
-3,619
1307
-1,989
1308
-195
1309
-680
1310
-610
1311
-2,097
1312
-1,166
1313
-33
1314
-1,541
1315
-79
1316
-68,486
1317
-38
1318
-641
1319
-1,164
1320
-550
1321
-1,250
1322
-1,000
1323
-609
1324
-1,578
1325
-28