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
601
$200K 0.01%
+4,908
602
$200K 0.01%
4,714
-5,078
603
$200K 0.01%
9,500
604
$192K 0.01%
12,535
-39,247
605
$189K 0.01%
+10,995
606
$170K 0.01%
14,770
607
$165K 0.01%
10,442
-1,702
608
$158K 0.01%
10,116
-3,780
609
$154K 0.01%
14,000
610
$153K 0.01%
15,850
-1,512
611
$153K 0.01%
+13,960
612
$149K 0.01%
10,573
-931
613
$143K 0.01%
13,780
614
$133K 0.01%
19,287
615
$132K 0.01%
12,768
616
$118K 0.01%
11,099
617
$89.7K ﹤0.01%
63,200
+28,000
618
$85.8K ﹤0.01%
10,000
-8,263
619
$71.1K ﹤0.01%
24,614
-28,851
620
$69K ﹤0.01%
2,525
621
$65.2K ﹤0.01%
12,700
622
$63.9K ﹤0.01%
14,500
623
$63.9K ﹤0.01%
30,000
624
$61.2K ﹤0.01%
10,000
625
$51.3K ﹤0.01%
15,000
23 24
25
26 27