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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.04M
3
+$4.55M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
MA icon
Mastercard
MA
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 18.65%
3 Financials 10.67%
4 Communication Services 10.37%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$563K 0.52%
+5,350
52
$563K 0.52%
+30,000
53
$550K 0.51%
+29,774
54
$537K 0.49%
+35,592
55
$531K 0.49%
+310
56
$525K 0.48%
+12,425
57
$511K 0.47%
+2,430
58
$485K 0.45%
+13,169
59
$481K 0.44%
+33,400
60
$477K 0.44%
+6,638
61
$476K 0.44%
+12,313
62
$468K 0.43%
+12,750
63
$463K 0.43%
+4,863
64
$458K 0.42%
+15,188
65
$457K 0.42%
+1,991
66
$453K 0.42%
+7,040
67
$447K 0.41%
+1,320
68
$443K 0.41%
+11,901
69
$422K 0.39%
+77,331
70
$419K 0.39%
+24,000
71
$419K 0.39%
+72,884
72
$411K 0.38%
+785
73
$408K 0.38%
+8,078
74
$401K 0.37%
+6,200
75
$394K 0.36%
+24,180
1 2
3
4 5