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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.87M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.15M
5
META icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$475K 0.59%
+12,680
52
$465K 0.58%
+3,309
53
$456K 0.57%
+4,000
54
$450K 0.56%
+4,190
55
$450K 0.56%
+2,000
56
$437K 0.55%
+6,914
57
$430K 0.54%
+16,740
58
$423K 0.53%
+7,561
59
$420K 0.53%
+20,250
60
$415K 0.52%
+21,354
61
$414K 0.52%
+4,531
62
$406K 0.51%
+31,088
63
$406K 0.51%
+7,392
64
$403K 0.5%
+5,816
65
$377K 0.47%
+4,515
66
$375K 0.47%
+2,683
67
$374K 0.47%
+3,142
68
$372K 0.47%
+77,000
69
$337K 0.42%
+2,955
70
$337K 0.42%
+3,327
71
$330K 0.41%
+7,955
72
$317K 0.4%
+6,700
73
$314K 0.39%
+3,749
74
$310K 0.39%
+235
75
$307K 0.38%
+14,200
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3
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