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
1501
– –
-22
1502
– –
-9,097
1503
– –
-500
1504
– –
-196
1505
– –
-127
1506
– –
-1,954
1507
– –
-23
1508
– –
-200
1509
– –
-1,584
1510
– –
-77
1511
– –
-60
1512
– –
-2,451
1513
– –
-5,862
1514
– –
-680
1515
– –
-8,183
1516
– –
-150
1517
– –
-354
1518
– –
-36
1519
– –
-100
1520
– –
-5,000
1521
– –
-383
1522
– –
-47
1523
– –
-30
1524
– –
-1,519
1525
– –
-3,571
59 60
61
62 63