VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 25.57%
This Quarter Est. Return
1 Year Est. Return
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$817K
3
+$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.88%
7,487
-997
27
$1.19M 0.86%
7,713
+1,125
28
$1.19M 0.86%
23,485
-2,970
29
$1.17M 0.84%
61,782
+21,810
30
$1.13M 0.81%
2,894
+615
31
$1.12M 0.8%
5,210
+941
32
$1.11M 0.8%
7,680
-400
33
$1.1M 0.79%
11,173
-90
34
$1.09M 0.78%
9,300
-350
35
$1.06M 0.76%
3,966
+8
36
$1.05M 0.75%
34,800
+22,991
37
$1.02M 0.73%
18,602
-76,295
38
$1M 0.72%
6,785
-10,019
39
$981K 0.7%
10,538
-4,410
40
$947K 0.68%
2,044
+5
41
$885K 0.64%
14,705
42
$862K 0.62%
38,350
+250
43
$837K 0.6%
1,390
-440
44
$834K 0.6%
5,610
-100
45
$796K 0.57%
332
46
$741K 0.53%
4,684
+2,006
47
$737K 0.53%
5,700
-200
48
$731K 0.53%
8,387
+16
49
$705K 0.51%
4,167
-216
50
$691K 0.5%
3,343
+44
1
2
3 4 5