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
$140M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.06M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.03M
5
GS icon
Goldman Sachs
GS
+$777K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$773K
4
PARA
Paramount Global Class B
PARA
+$738K
5
UBER icon
Uber
UBER
+$566K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 17.07%
3 Healthcare 10.13%
4 Financials 9.5%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.95%
26,176
+545
27
$1.27M 0.91%
33,196
-29,097
28
$1.19M 0.85%
23,501
+16
29
$1.14M 0.81%
60,186
+33,106
30
$1.08M 0.77%
11,900
+2,600
31
$1.08M 0.77%
7,780
+100
32
$1.07M 0.76%
15,255
+550
33
$1.07M 0.76%
6,991
-496
34
$1.06M 0.76%
6,537
+1,605
35
$1.03M 0.74%
7,543
-170
36
$1.01M 0.72%
2,050
+6
37
$1M 0.72%
11,475
+302
38
$996K 0.71%
23,751
-4,699
39
$974K 0.7%
17,730
-872
40
$876K 0.63%
2,399
-495
41
$842K 0.6%
9,747
+4,663
42
$791K 0.57%
3,202
-764
43
$779K 0.56%
332
44
$777K 0.56%
+2,354
45
$746K 0.53%
3,348
+5
46
$715K 0.51%
5,410
-200
47
$704K 0.5%
5,550
-150
48
$702K 0.5%
1,991
49
$695K 0.5%
8,407
+20
50
$690K 0.49%
37,800
-550
1
2
3 4 5