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
351
$762K 0.03%
6,152
+91
352
$761K 0.03%
8,356
353
$760K 0.03%
54,738
+225
354
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355
$738K 0.03%
12,762
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356
$735K 0.03%
3,530
+1,962
357
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+14,603
358
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26,373
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359
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18,425
-58,469
360
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364
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10,270
-1,897
365
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366
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369
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370
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15,699
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371
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4,093
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372
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26,394
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373
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9,703
-1,369
374
$671K 0.03%
13,465
-235
375
$663K 0.03%
3,898
-15
13 14
15
16 17