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
201
$1.91M 0.09%
32,080
-11,418
202
$1.9M 0.09%
16,837
-559
203
$1.9M 0.09%
34,601
-4,173
204
$1.88M 0.08%
9,041
+105
205
$1.87M 0.08%
51,216
+3,265
206
$1.87M 0.08%
110,297
+10,000
207
$1.87M 0.08%
19,268
-4
208
$1.86M 0.08%
99,528
-3,522
209
$1.85M 0.08%
114,858
-6,619
210
$1.85M 0.08%
4,461
-15
211
$1.85M 0.08%
37,615
+28,726
212
$1.85M 0.08%
7,243
+1,488
213
$1.84M 0.08%
+46,859
214
$1.83M 0.08%
19,438
+12,413
215
$1.83M 0.08%
44,393
-2,635
216
$1.83M 0.08%
18,238
217
$1.83M 0.08%
373,775
+9,095
218
$1.82M 0.08%
31,210
-1,006
219
$1.81M 0.08%
4,161
-1
220
$1.81M 0.08%
16,138
+3,490
221
$1.79M 0.08%
33,096
+2,159
222
$1.75M 0.08%
69,324
+22,776
223
$1.74M 0.08%
10,010
-232
224
$1.74M 0.08%
146,245
225
$1.74M 0.08%
80,000
7 8
9
10 11