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
176
$2.34M 0.11%
12,692
-1,289
177
$2.32M 0.1%
25,854
-1,468
178
$2.32M 0.1%
172,895
+16,710
179
$2.26M 0.1%
50,871
+401
180
$2.24M 0.1%
8,237
-156
181
$2.22M 0.1%
29,247
-95
182
$2.2M 0.1%
59,847
-2,385
183
$2.15M 0.1%
212,347
+685
184
$2.15M 0.1%
12,673
+440
185
$2.15M 0.1%
20,036
-9,879
186
$2.14M 0.1%
11,139
+825
187
$2.13M 0.1%
60,800
-15,877
188
$2.13M 0.1%
72,662
+17,199
189
$2.11M 0.1%
101,498
+83,356
190
$2.08M 0.09%
22,677
-127
191
$2.07M 0.09%
49,630
-135
192
$2.07M 0.09%
79,094
193
$2.06M 0.09%
18,674
+2,254
194
$2.01M 0.09%
46,087
-7,604
195
$2.01M 0.09%
47,613
+15,419
196
$1.98M 0.09%
42,278
+4,200
197
$1.97M 0.09%
7,403
-448
198
$1.94M 0.09%
66,451
+16,451
199
$1.93M 0.09%
135,805
-314
200
$1.92M 0.09%
18,744
+2,132
6 7
8
9 10