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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
1601
– –
-410
1602
– –
-19
1603
– –
-350
1604
– –
-800
1605
– –
-2,765
1606
– –
-1,184
1607
– –
-2,264
1608
– –
-900
1609
– –
-4,130
1610
– –
-50
1611
– –
-1,037
1612
– –
-1,123
1613
– –
-2,270
1614
– –
-110
1615
– –
-500
1616
– –
-74
1617
– –
-1,575
1618
– –
-400
1619
– –
-54
1620
– –
-127
1621
– –
-214
1622
– –
-514
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