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
126
$3.75M 0.17%
9,935
-44
127
$3.73M 0.17%
16,338
-215
128
$3.72M 0.17%
28,865
-3,458
129
$3.65M 0.16%
42,578
+9,907
130
$3.56M 0.16%
80,373
-538
131
$3.55M 0.16%
134,223
+2,160
132
$3.54M 0.16%
11,516
-109
133
$3.5M 0.16%
42,140
+5,660
134
$3.37M 0.15%
82,932
-9,471
135
$3.29M 0.15%
169,170
-3,860
136
$3.24M 0.15%
146,113
+12,858
137
$3.18M 0.14%
112,970
-7,030
138
$3.17M 0.14%
30,849
+4,846
139
$3.16M 0.14%
243,665
-6,550
140
$3.12M 0.14%
38,145
+8,830
141
$3.07M 0.14%
49,762
+1,390
142
$3.05M 0.14%
22,839
+518
143
$3.04M 0.14%
42,137
+436
144
$3.03M 0.14%
+59,645
145
$3.01M 0.14%
47,357
+2,951
146
$3.01M 0.14%
173,249
+57,583
147
$2.98M 0.13%
109,496
+28,821
148
$2.98M 0.13%
89,795
-1,093
149
$2.93M 0.13%
7,528
+55
150
$2.92M 0.13%
30,766
-117
4 5
6
7 8