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
276
$1.27M 0.06%
28,900
-2,364
277
$1.25M 0.06%
4,969
+33
278
$1.25M 0.06%
14,464
+4,634
279
$1.24M 0.06%
90,530
+16,000
280
$1.24M 0.06%
5,799
+4,658
281
$1.24M 0.06%
35,000
282
$1.23M 0.06%
99,197
-9,741
283
$1.23M 0.06%
18,345
284
$1.21M 0.05%
31,186
+182
285
$1.2M 0.05%
25,773
-315
286
$1.2M 0.05%
17,269
-133
287
$1.19M 0.05%
36,640
-1,617
288
$1.16M 0.05%
+33,563
289
$1.15M 0.05%
15,211
-110
290
$1.15M 0.05%
+26,642
291
$1.13M 0.05%
9,327
+283
292
$1.13M 0.05%
46,365
+27,050
293
$1.12M 0.05%
135,016
-19,284
294
$1.12M 0.05%
21,540
295
$1.11M 0.05%
32,945
-6,579
296
$1.11M 0.05%
69,510
297
$1.11M 0.05%
33,371
-6
298
$1.1M 0.05%
4,584
+158
299
$1.1M 0.05%
14,803
+2,000
300
$1.1M 0.05%
+66,750
10 11
12
13 14