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
1351
– –
-350
1352
– –
-200
1353
– –
-1,100
1354
– –
-226
1355
– –
-77
1356
– –
-1,000
1357
– –
-100
1358
– –
-100
1359
– –
-1,872
1360
– –
-796
1361
– –
-200
1362
– –
-224
1363
– –
-106
1364
– –
-200
1365
– –
-1,620
1366
– –
-335
1367
– –
-808
1368
– –
-514
1369
– –
-688
1370
– –
-2
1371
– –
-68,486
1372
– –
-609
1373
– –
-1,578
1374
– –
-28
1375
– –
-43
53 54
55
56 57