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
501
$334K 0.02%
1,667
+250
502
$331K 0.01%
1,691
+6
503
$331K 0.01%
1,651
+181
504
$330K 0.01%
+19,200
505
$330K 0.01%
11,313
-10,024
506
$329K 0.01%
2,674
+12
507
$328K 0.01%
3,236
+4
508
$323K 0.01%
4,392
-302
509
$320K 0.01%
31,696
510
$319K 0.01%
11,290
-35
511
$318K 0.01%
10,000
512
$318K 0.01%
+6,626
513
$318K 0.01%
3,250
514
$313K 0.01%
5,317
+191
515
$309K 0.01%
3,000
516
$307K 0.01%
1,766
-351
517
$306K 0.01%
11,407
+13
518
$305K 0.01%
5,509
-86
519
$301K 0.01%
14,526
+1,500
520
$299K 0.01%
585
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521
$298K 0.01%
10,701
-3,938
522
$294K 0.01%
8,396
+1,383
523
$292K 0.01%
5,436
+11
524
$291K 0.01%
836
-13,184
525
$287K 0.01%
16,896
+3,168
19 20
21
22 23