USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
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
+$95.4M
2
+$11.7M
3
+$6.8M
4
MPLX icon
MPLX
MPLX
+$4.86M
5
COP icon
ConocoPhillips
COP
+$3.81M

Top Sells

1
+$18.9M
2
+$11.5M
3
+$9.17M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$8.64M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.61M

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
451
$447K 0.02%
4,851
-228
452
$442K 0.02%
48,341
+887
453
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+21,864
454
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5,624
455
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63,250
456
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457
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-48
458
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459
$431K 0.02%
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460
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461
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462
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463
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15,109
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472
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473
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7,571
474
$385K 0.02%
7,048
-96
475
$384K 0.02%
1,948
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19
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