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
201
$2.07M 0.1%
19,591
-14,019
202
$2.06M 0.1%
20,815
+4,648
203
$2.04M 0.09%
9,625
+306
204
$2.04M 0.09%
20,852
+10,443
205
$2.04M 0.09%
69,604
-1,811
206
$2.03M 0.09%
26,751
-1,431
207
$2.03M 0.09%
11,127
+122
208
$2.03M 0.09%
125,266
-10,168
209
$2.02M 0.09%
13,098
+801
210
$1.99M 0.09%
131,968
-36,674
211
$1.99M 0.09%
108,477
+36,036
212
$1.98M 0.09%
6,045
-160
213
$1.97M 0.09%
48,477
-334
214
$1.96M 0.09%
5,096
+104
215
$1.95M 0.09%
17,291
-394
216
$1.92M 0.09%
7,698
-4,558
217
$1.91M 0.09%
18,385
+2,490
218
$1.91M 0.09%
36,493
+21,069
219
$1.88M 0.09%
18,568
+432
220
$1.86M 0.09%
29,150
-425
221
$1.84M 0.09%
52,036
+2,814
222
$1.82M 0.08%
41,487
+7,427
223
$1.76M 0.08%
98,897
+3,000
224
$1.75M 0.08%
102,992
-12,668
225
$1.75M 0.08%
27,780
-870
7 8
9
10 11