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
1526
– –
-33
1527
– –
-280
1528
– –
-35
1529
– –
-41
1530
– –
-500
1531
– –
-19
1532
– –
-1,815
1533
– –
-300
1534
– –
-300
1535
– –
-4,000
1536
– –
-210
1537
– –
-450
1538
– –
-122
1539
– –
-863
1540
– –
-1,700
1541
– –
-175
1542
– –
-300
1543
– –
-1,660
1544
– –
-760
1545
– –
-7
1546
– –
-18
1547
– –
-332
1548
– –
-453
1549
– –
-1,131
1550
– –
-226
60 61
62
63 64