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
151
$2.9M 0.13%
155,706
+5,889
152
$2.87M 0.13%
139,170
+15,791
153
$2.85M 0.13%
196,039
+3,202
154
$2.84M 0.13%
43,863
+535
155
$2.84M 0.13%
62,016
-4,984
156
$2.8M 0.13%
13,122
+1,652
157
$2.77M 0.12%
6,040
+40
158
$2.76M 0.12%
19,505
-1,369
159
$2.74M 0.12%
136,040
-5,349
160
$2.73M 0.12%
5,353
+461
161
$2.7M 0.12%
80,175
+4,612
162
$2.69M 0.12%
8,307
-12
163
$2.68M 0.12%
138,770
+250
164
$2.64M 0.12%
143,153
+2,084
165
$2.55M 0.11%
68,982
+26
166
$2.55M 0.11%
14,168
+25
167
$2.52M 0.11%
38,150
+105
168
$2.5M 0.11%
67,548
+49,773
169
$2.49M 0.11%
22,707
+379
170
$2.46M 0.11%
15,825
+157
171
$2.44M 0.11%
21,220
+769
172
$2.42M 0.11%
140,335
173
$2.38M 0.11%
23,061
+7,893
174
$2.38M 0.11%
436,610
+137,925
175
$2.36M 0.11%
57,644
-1,486
5 6
7
8 9