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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
1501
– –
-150
1502
– –
-354
1503
– –
-36
1504
– –
-146
1505
– –
-2,380
1506
– –
-204
1507
– –
-20
1508
– –
-1,700
1509
– –
-1,871
1510
– –
-1,149
1511
– –
-350
1512
– –
-200
1513
– –
-1,100
1514
– –
-226
1515
– –
-1,872
1516
– –
-224
1517
– –
-200
1518
– –
-559
1519
– –
-33
1520
– –
-280
1521
– –
-35
1522
– –
-41
1523
– –
-500
1524
– –
-19
1525
– –
-1,815
59 60
61
62 63