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
626
$47.3K ﹤0.01%
114,055
627
$46.6K ﹤0.01%
12,453
+3
628
$38.4K ﹤0.01%
33,100
-10,000
629
$38.1K ﹤0.01%
+66,949
630
$7.14K ﹤0.01%
1,313
631
$4.59K ﹤0.01%
76,475
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635
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