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
401
$594K 0.03%
14,150
+3,871
402
$593K 0.03%
12,322
+6,045
403
$592K 0.03%
8,603
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19,351
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405
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19,892
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406
$579K 0.03%
895
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407
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+35,694
408
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3,654
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409
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410
$564K 0.03%
12,645
411
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5,497
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412
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10,722
-130
413
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6,237
-5,038
414
$545K 0.02%
10,804
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415
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34,464
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416
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52,615
417
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3,845
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418
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13,675
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419
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38,645
420
$534K 0.02%
7,162
-39
421
$532K 0.02%
2,659
-34
422
$531K 0.02%
5,551
-119
423
$528K 0.02%
6,562
424
$525K 0.02%
3,623
-838
425
$524K 0.02%
5,872
-57
15 16
17
18 19