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
76
$6.88M 0.31%
144,221
+1,540
77
$6.75M 0.3%
116,061
+8,262
78
$6.69M 0.3%
135,392
+2,072
79
$6.59M 0.3%
72,645
-1,759
80
$6.56M 0.3%
43,217
-382
81
$6.51M 0.29%
47,229
-144
82
$6.34M 0.29%
91,975
+710
83
$6.31M 0.28%
61,290
-1,461
84
$6.1M 0.27%
128,331
+468
85
$6.01M 0.27%
200,644
86
$5.83M 0.26%
128,305
-2,517
87
$5.79M 0.26%
11,475
-324
88
$5.69M 0.26%
25,767
+5,098
89
$5.58M 0.25%
137,410
+2,905
90
$5.5M 0.25%
20,449
-98
91
$5.45M 0.25%
66,132
+3,474
92
$5.41M 0.24%
320,616
+71,775
93
$5.35M 0.24%
37,762
-12,168
94
$5.32M 0.24%
32,067
+11,963
95
$5.31M 0.24%
30,952
-3,550
96
$5.29M 0.24%
92,966
+2,443
97
$5.2M 0.23%
89,269
-2,060
98
$5.16M 0.23%
82,033
-573
99
$5.15M 0.23%
22,414
+450
100
$5.14M 0.23%
58,292
-376
2 3
4
5 6