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
26
$15.3M 0.69%
158,383
-3,371
27
$14.8M 0.67%
64,410
+1,415
28
$14.7M 0.66%
112,602
+319
29
$14.6M 0.66%
40,773
+932
30
$13.8M 0.62%
317,470
-38,270
31
$13.5M 0.61%
378,856
+139,121
32
$13.4M 0.6%
259,624
+6,897
33
$13.3M 0.6%
248,225
+43,283
34
$13.2M 0.6%
110,253
-3,598
35
$12.8M 0.57%
179,582
-5,078
36
$12.5M 0.56%
173,400
+4,953
37
$12.4M 0.56%
423,776
+4,325
38
$12.3M 0.55%
110,976
+16,622
39
$12.2M 0.55%
871,533
+139,125
40
$12M 0.54%
63,633
-5,586
41
$10.9M 0.49%
+61,500
42
$10.9M 0.49%
41,257
+267
43
$10.6M 0.48%
72,963
+465
44
$10.4M 0.47%
18,320
-7
45
$9.98M 0.45%
130,081
-4,725
46
$9.88M 0.44%
96,968
+778
47
$9.83M 0.44%
82,068
+32,855
48
$9.76M 0.44%
649,782
+47,947
49
$9.62M 0.43%
24,489
+86
50
$9.5M 0.43%
169,777
+4,633
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