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
1476
– –
-773
1477
– –
-500
1478
– –
-1,037
1479
– –
-116
1480
– –
-1,000
1481
– –
-295
1482
– –
-20
1483
– –
-27
1484
– –
-3,008
1485
– –
-92
1486
– –
-205
1487
– –
-1,000
1488
– –
-2,000
1489
– –
-28
1490
– –
-221
1491
– –
-4,000
1492
– –
-3,800
1493
– –
-1,700
1494
– –
-3,027
1495
– –
-160
1496
– –
-81
1497
– –
-909
1498
– –
-2,000
1499
– –
-3,250
1500
– –
-15
58 59
60
61 62