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
51
$9.5M 0.43%
60,948
+1,168
52
$9.31M 0.42%
57,016
+2,643
53
$9.06M 0.41%
288,298
+28,379
54
$8.99M 0.4%
328,499
-17,022
55
$8.64M 0.39%
231,774
+790
56
$8.33M 0.38%
257,117
-2,803
57
$8.33M 0.37%
181,274
+38,783
58
$8.02M 0.36%
296,622
-1,392
59
$8.02M 0.36%
69,541
-3,547
60
$8.02M 0.36%
221,128
+27,753
61
$7.67M 0.35%
25,564
-1,909
62
$7.61M 0.34%
78,633
+1,254
63
$7.6M 0.34%
205,685
+63,343
64
$7.41M 0.33%
447,101
-129,795
65
$7.33M 0.33%
49,141
+2,269
66
$7.29M 0.33%
18,422
-340
67
$7.27M 0.33%
172,962
+3,494
68
$7.25M 0.33%
124,844
+6,727
69
$7.21M 0.32%
77,854
-740
70
$7.09M 0.32%
94,242
-8,056
71
$7.04M 0.32%
23,284
-165
72
$6.98M 0.31%
48,351
+2,124
73
$6.93M 0.31%
107,635
-5,517
74
$6.91M 0.31%
13
75
$6.9M 0.31%
194,091
-20,587
1 2
3
4 5