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
176
$2.43M 0.11%
210,440
+307
177
$2.41M 0.11%
68,952
-699
178
$2.38M 0.11%
5,967
-38
179
$2.35M 0.11%
112,454
+45,598
180
$2.35M 0.11%
87,279
+6,711
181
$2.35M 0.11%
140,916
-1,516
182
$2.35M 0.11%
263,865
+125,765
183
$2.3M 0.11%
77,100
+1,789
184
$2.27M 0.1%
78,495
+2,043
185
$2.26M 0.1%
60,588
-2,264
186
$2.26M 0.1%
49,270
+18,050
187
$2.25M 0.1%
14,077
-183
188
$2.24M 0.1%
18,345
-240
189
$2.24M 0.1%
9,797
+1,335
190
$2.22M 0.1%
262,513
+1,745
191
$2.17M 0.1%
68,684
+27,826
192
$2.17M 0.1%
41,057
+916
193
$2.15M 0.1%
22,550
+2,503
194
$2.13M 0.1%
80,861
195
$2.13M 0.1%
25,695
-528
196
$2.11M 0.1%
100,000
197
$2.11M 0.1%
133,885
-790
198
$2.11M 0.1%
190,545
+29,600
199
$2.09M 0.1%
4,553
+297
200
$2.09M 0.1%
12,200
+228
6 7
8
9 10