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
126
$3.47M 0.16%
186,936
+12,201
127
$3.41M 0.16%
75,400
+40,726
128
$3.34M 0.15%
24,969
-2,575
129
$3.34M 0.15%
21,181
+529
130
$3.29M 0.15%
44,573
-521
131
$3.28M 0.15%
11,474
+387
132
$3.26M 0.15%
133,875
-55,989
133
$3.26M 0.15%
39,444
+1,426
134
$3.25M 0.15%
130,113
+9,792
135
$3.24M 0.15%
22,220
-299
136
$3.2M 0.15%
67,113
+7,245
137
$3.2M 0.15%
65,971
-49,208
138
$3.17M 0.15%
70,258
+9,228
139
$3.13M 0.15%
66,834
-58,264
140
$3.11M 0.14%
7,535
+52
141
$3.06M 0.14%
39,666
+1,000
142
$3.01M 0.14%
42,036
-69
143
$2.97M 0.14%
78,464
-7,945
144
$2.95M 0.14%
107,742
-20,693
145
$2.93M 0.14%
42,683
+367
146
$2.92M 0.14%
37,849
+37,495
147
$2.89M 0.13%
27,132
-4,651
148
$2.86M 0.13%
347,896
+263,226
149
$2.85M 0.13%
35,395
+1,330
150
$2.85M 0.13%
14,263
+55
4 5
6
7 8