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
1401
– –
-198
1402
– –
-19
1403
– –
-2,583
1404
– –
-755
1405
– –
-505
1406
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-269
1407
– –
-698
1408
– –
-500
1409
– –
-128
1410
– –
-753
1411
– –
-154
1412
– –
-1,723
1413
– –
-310
1414
– –
-245
1415
– –
-3,961
1416
– –
-750
1417
– –
-314
1418
– –
-34
1419
– –
-250
1420
– –
-2,184
1421
– –
-154
1422
– –
-18
1423
– –
-181
1424
– –
-500
1425
– –
-75
55 56
57
58 59