VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+6.8%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$79.9M
AUM Growth
–
Cap. Flow
+$79.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.19%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.94M |
| 2 |
UnitedHealth
UNH
|
$2.87M |
| 3 |
Amazon
AMZN
|
$2.16M |
| 4 |
Intel
INTC
|
$2.15M |
| 5 |
Meta Platforms (Facebook)
META
|
$2.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.14% |
| 2 | Financials | 10.37% |
| 3 | Communication Services | 9.5% |
| 4 | Consumer Discretionary | 8.77% |
| 5 | Healthcare | 7.59% |
