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
$2.22B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
692
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$10.9M
3
+$6.96M
4
MPLX icon
MPLX
MPLX
+$4.95M
5
COP icon
ConocoPhillips
COP
+$3.94M

Top Sells

1
+$18.9M
2
+$11.3M
3
+$9.41M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$8.64M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.58M

Sector Composition

1 Energy 23.87%
2 Technology 10.54%
3 Financials 7.41%
4 Healthcare 7.34%
5 Industrials 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.73M 0.08%
37,620
-1,030
227
$1.71M 0.08%
8,426
+1,160
228
$1.71M 0.08%
18,553
-381
229
$1.71M 0.08%
42,130
-160
230
$1.7M 0.08%
3,835
+15
231
$1.7M 0.08%
66,024
-1,679
232
$1.7M 0.08%
125,667
233
$1.65M 0.07%
7,245
-614
234
$1.64M 0.07%
3,598
+3,127
235
$1.64M 0.07%
12,421
-1,996
236
$1.63M 0.07%
37,271
+15,651
237
$1.61M 0.07%
88,476
+6,316
238
$1.6M 0.07%
73,000
239
$1.6M 0.07%
102,797
-200
240
$1.59M 0.07%
146,158
+10,426
241
$1.58M 0.07%
16,051
+9,066
242
$1.55M 0.07%
15,203
+12,627
243
$1.55M 0.07%
30,830
244
$1.55M 0.07%
4,621
245
$1.55M 0.07%
84,580
+200
246
$1.55M 0.07%
33,197
+6,982
247
$1.54M 0.07%
40,645
-4,451
248
$1.54M 0.07%
5,262
-524
249
$1.5M 0.07%
20,061
-2,733
250
$1.49M 0.07%
16,277
-3,145
8 9
10
11 12