VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 39.76%
This Quarter Est. Return
1 Year Est. Return
+39.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.84M
3
+$1.3M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$1.03M
5
LULU icon
lululemon athletica
LULU
+$730K

Top Sells

1
+$1.25M
2
+$975K
3
+$781K
4
VZ icon
Verizon
VZ
+$700K
5
ANDV
Andeavor
ANDV
+$698K

Sector Composition

1 Consumer Discretionary 13.71%
2 Technology 12.36%
3 Communication Services 10.24%
4 Healthcare 9.9%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.62%
18,750
-4,500
52
$416K 0.62%
+34,262
53
$396K 0.59%
7,580
+40
54
$394K 0.59%
5,244
-2,249
55
$393K 0.59%
23,934
-13,857
56
$392K 0.58%
7,870
+2,440
57
$387K 0.58%
18,373
+294
58
$365K 0.54%
+3,505
59
$357K 0.53%
5,237
-746
60
$353K 0.53%
3,605
-1,826
61
$337K 0.5%
+3,694
62
$336K 0.5%
11,260
+1,943
63
$317K 0.47%
25,584
-1,000
64
$309K 0.46%
22,000
65
$302K 0.45%
6,700
+2
66
$298K 0.44%
+31,547
67
$294K 0.44%
235
68
$294K 0.44%
22,300
+1,385
69
$293K 0.44%
2,679
-3,303
70
$275K 0.41%
38,209
+14,951
71
$275K 0.41%
3,579
72
$274K 0.41%
6,367
+1,131
73
$272K 0.41%
2,787
-22
74
$270K 0.4%
3,139
-168
75
$267K 0.4%
+31,072
1 2
3
4 5