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
476
$383K 0.02%
11,820
+2,605
477
$383K 0.02%
5,296
+1,780
478
$383K 0.02%
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45,350
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480
$377K 0.02%
37,154
481
$376K 0.02%
15,169
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482
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26,249
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483
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484
$375K 0.02%
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485
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27,190
-5,925
486
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487
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488
$362K 0.02%
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489
$361K 0.02%
6,272
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490
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6,316
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495
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8,825
496
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8,884
497
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45,016
-1,800
498
$341K 0.02%
9,295
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499
$340K 0.02%
8,298
-345
500
$339K 0.02%
1,310
+43
18 19
20
21 22