VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.39M
3
+$1.22M
4
MGM icon
MGM Resorts International
MGM
+$1.02M
5
MU icon
Micron Technology
MU
+$709K

Top Sells

1
+$1.19M
2
+$968K
3
+$920K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$823K
5
MFG icon
Mizuho Financial
MFG
+$713K

Sector Composition

1 Technology 29.4%
2 Consumer Discretionary 10.76%
3 Communication Services 8.75%
4 Industrials 8.73%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$947K 0.94%
35,719
+5,991
27
$934K 0.93%
1,923
28
$843K 0.84%
4,783
+50
29
$771K 0.76%
22,800
-3,800
30
$768K 0.76%
4,139
+449
31
$728K 0.72%
950,981
+162,361
32
$708K 0.7%
6,564
+3,508
33
$687K 0.68%
+3,750
34
$681K 0.68%
6,900
35
$633K 0.63%
2,185
-489
36
$633K 0.63%
+87,690
37
$633K 0.63%
3,475
+7
38
$633K 0.63%
+4,155
39
$630K 0.62%
+2,018
40
$626K 0.62%
3,929
-429
41
$602K 0.6%
5,045
+2,829
42
$601K 0.6%
6,700
+3,650
43
$578K 0.57%
19,794
-6,834
44
$547K 0.54%
36,000
+18,500
45
$538K 0.53%
+10,247
46
$532K 0.53%
683
+128
47
$524K 0.52%
+22,006
48
$499K 0.5%
2,283
-200
49
$496K 0.49%
45,000
-5,000
50
$495K 0.49%
+24,400
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