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
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$817K
3 +$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1 +$4.18M
2 +$2.68M
3 +$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$689K 0.5%
5,995
-450
52
$687K 0.49%
36,998
-17,332
53
$667K 0.48%
4,932
+54
54
$666K 0.48%
10,049
-850
55
$656K 0.47%
78,055
-8,204
56
$649K 0.47%
6,837
+29
57
$612K 0.44%
3,350
+100
58
$604K 0.43%
9,700
+350
59
$595K 0.43%
1,991
60
$587K 0.42%
2,450
+100
61
$567K 0.41%
5,006
+35
62
$566K 0.41%
+13,500
63
$565K 0.41%
33,400
64
$555K 0.4%
+17,602
65
$552K 0.4%
410
66
$541K 0.39%
8,147
+22
67
$532K 0.38%
5,600
+3,107
68
$530K 0.38%
24,000
69
$526K 0.38%
7,006
+4,115
70
$508K 0.37%
26,970
+7,236
71
$503K 0.36%
7,000
-7,000
72
$489K 0.35%
20,040
+5,478
73
$485K 0.35%
855
+95
74
$465K 0.33%
7,714
-1,390
75
$461K 0.33%
3,350