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
251
$1.48M 0.07%
39,150
-9,080
252
$1.48M 0.07%
18,014
+7,312
253
$1.47M 0.07%
35,647
-4,766
254
$1.45M 0.07%
9,697
-654
255
$1.43M 0.06%
16,097
-21,801
256
$1.42M 0.06%
24,891
+4,579
257
$1.42M 0.06%
28,243
+1,416
258
$1.41M 0.06%
75,800
-500
259
$1.39M 0.06%
15,331
-1,423
260
$1.38M 0.06%
7,389
+218
261
$1.38M 0.06%
+1,000
262
$1.37M 0.06%
5,573
-29
263
$1.36M 0.06%
60,500
-259
264
$1.36M 0.06%
9,187
+892
265
$1.36M 0.06%
16,756
-17,258
266
$1.34M 0.06%
8,672
-1,044
267
$1.33M 0.06%
83,175
-23,767
268
$1.33M 0.06%
54,000
+126
269
$1.32M 0.06%
2,588
+880
270
$1.31M 0.06%
11,096
+17
271
$1.31M 0.06%
36,789
+5,255
272
$1.31M 0.06%
15,527
+115
273
$1.3M 0.06%
4,767
+63
274
$1.28M 0.06%
7,260
+206
275
$1.28M 0.06%
155,663
-500
9 10
11
12 13