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
1326
– –
-81
1327
– –
-325
1328
– –
-909
1329
– –
-2,000
1330
– –
-3,250
1331
– –
-15
1332
– –
-2,930
1333
– –
-1,550
1334
– –
-146
1335
– –
-100
1336
– –
-310
1337
– –
-27
1338
– –
-2,380
1339
– –
-204
1340
– –
-20
1341
– –
-402
1342
– –
-100
1343
– –
-438
1344
– –
-200
1345
– –
-1,700
1346
– –
-1,871
1347
– –
-676
1348
– –
-82
1349
– –
-250
1350
– –
-1,149
52 53
54
55 56