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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$877K
3 +$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1 +$721K
2 +$620K
3 +$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$775K 0.9%
169,900
+49,200
27
$765K 0.89%
4,733
-27
28
$762K 0.88%
210,024
-27,341
29
$760K 0.88%
2,883
+10
30
$746K 0.86%
3,113
+5
31
$715K 0.83%
2,700
32
$703K 0.81%
6,397
-327
33
$671K 0.78%
83,700
+62,924
34
$669K 0.77%
332
35
$652K 0.75%
9,150
-100
36
$637K 0.74%
2,300
-50
37
$629K 0.73%
7,689
-28
38
$619K 0.72%
2,100
+1,000
39
$619K 0.72%
5,410
40
$596K 0.69%
5,889
-58
41
$593K 0.69%
1,921
42
$589K 0.68%
3,887
-9
43
$581K 0.67%
32,153
+1,526
44
$575K 0.67%
5,791
-5,311
45
$563K 0.65%
6,484
-1,509
46
$560K 0.65%
14,206
-1,990
47
$555K 0.64%
5,149
+37
48
$508K 0.59%
9,914
+108
49
$504K 0.58%
4,329
-27
50
$484K 0.56%
1,059
+251