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
301
$1.1M 0.05%
22,873
-41,113
302
$1.1M 0.05%
36,332
-4,222
303
$1.09M 0.05%
14,013
+1,176
304
$1.08M 0.05%
42,447
+4,905
305
$1.08M 0.05%
16,733
-12,294
306
$1.07M 0.05%
43,707
+5,207
307
$1.07M 0.05%
14,132
+902
308
$1.06M 0.05%
9,515
-770
309
$1.05M 0.05%
43,859
-24,291
310
$1.05M 0.05%
9,966
-1,184
311
$1.04M 0.05%
11,841
-593
312
$1.04M 0.05%
8,540
+724
313
$1.03M 0.05%
7,682
-181
314
$1.02M 0.05%
15,043
+85
315
$1.02M 0.05%
30,927
-3,985
316
$1.02M 0.05%
6,681
-79
317
$1.01M 0.05%
38,038
+6,246
318
$983K 0.04%
5,975
+112
319
$982K 0.04%
28,928
-26,418
320
$982K 0.04%
28,130
-15,304
321
$967K 0.04%
3,414
-4,701
322
$961K 0.04%
14,810
-978
323
$961K 0.04%
8,196
+4,192
324
$947K 0.04%
28,500
-112,854
325
$945K 0.04%
1,605
+14
11 12
13
14 15