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
151
$2.83M 0.13%
11,587
+1,943
152
$2.82M 0.13%
42,545
+1,994
153
$2.81M 0.13%
29,974
-21,360
154
$2.78M 0.13%
70,366
+17,165
155
$2.76M 0.13%
31,476
+5,656
156
$2.74M 0.13%
151,782
-19,384
157
$2.71M 0.13%
24,680
-238
158
$2.71M 0.13%
217,556
+40,049
159
$2.71M 0.13%
86,671
+24,449
160
$2.7M 0.13%
122,136
+71,779
161
$2.69M 0.12%
40,198
+2,331
162
$2.67M 0.12%
146,307
+17,601
163
$2.62M 0.12%
29,828
+13,159
164
$2.6M 0.12%
35,051
+6,120
165
$2.6M 0.12%
13,599
-72
166
$2.59M 0.12%
68,149
+6,614
167
$2.59M 0.12%
20,932
+768
168
$2.56M 0.12%
132,320
-1,895
169
$2.55M 0.12%
97,336
-5,131
170
$2.53M 0.12%
34,665
+7,308
171
$2.52M 0.12%
8,768
-246
172
$2.5M 0.12%
7,441
-24
173
$2.48M 0.11%
54,919
-25,875
174
$2.46M 0.11%
10,733
+3,065
175
$2.43M 0.11%
7,067
+146
5 6
7
8 9