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
101
$5.08M 0.23%
33,592
-209
102
$5.08M 0.23%
160,493
+47,846
103
$5.05M 0.23%
64,496
+9,694
104
$4.87M 0.22%
122,438
+8,597
105
$4.82M 0.22%
179,141
-59,430
106
$4.66M 0.21%
49,811
-100,492
107
$4.62M 0.21%
29,259
-6,384
108
$4.58M 0.21%
43,218
-31,083
109
$4.45M 0.2%
188,475
+43,386
110
$4.43M 0.2%
193,217
-12,465
111
$4.38M 0.2%
92,866
-9,085
112
$4.37M 0.2%
10,681
-37
113
$4.36M 0.2%
8,606
+175
114
$4.32M 0.19%
282,185
+60,879
115
$4.25M 0.19%
20,457
+6,075
116
$4.24M 0.19%
167,202
+2,084
117
$4.23M 0.19%
14,800
-40
118
$4.2M 0.19%
26,386
-119
119
$4.17M 0.19%
40,378
+21,739
120
$4.07M 0.18%
7,570
-210
121
$4.03M 0.18%
99,384
+101
122
$4.02M 0.18%
82,230
+10,987
123
$3.94M 0.18%
62,180
+44,735
124
$3.94M 0.18%
15,756
-1,158
125
$3.79M 0.17%
13,874
+115
3 4
5
6 7