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
376
$661K 0.03%
7,107
-996
377
$661K 0.03%
39,753
-1,413
378
$657K 0.03%
45,331
+5,061
379
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$654K 0.03%
12,110
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381
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24,932
-4,784
382
$649K 0.03%
30,472
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383
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21,227
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384
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5,995
385
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16,044
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11,654
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389
$624K 0.03%
23,034
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390
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392
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10,300
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393
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12,473
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394
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395
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8,890
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396
$606K 0.03%
14,736
397
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12,350
-9,378
398
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7,398
-5,605
399
$598K 0.03%
10,846
-13
400
$598K 0.03%
77,685
14 15
16
17 18