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
1401
– –
-106
1402
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-200
1403
– –
-863
1404
– –
-226
1405
– –
-2,704
1406
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-125
1407
– –
-11,500
1408
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-158
1409
– –
-2,151
1410
– –
-1,559
1411
– –
-383
1412
– –
-825
1413
– –
-1,057
1414
– –
-2,000
1415
– –
-756
1416
– –
-1,164
1417
– –
-2,794
1418
– –
-245
1419
– –
-3,961
1420
– –
-750
1421
– –
-314
1422
– –
-34
1423
– –
-1,977
1424
– –
-27
1425
– –
-3,008
55 56
57
58 59