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
$140M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.06M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.03M
5
GS icon
Goldman Sachs
GS
+$777K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$773K
4
PARA
Paramount Global Class B
PARA
+$738K
5
UBER icon
Uber
UBER
+$566K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 17.07%
3 Healthcare 10.13%
4 Financials 9.5%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.48%
+7,450
52
$672K 0.48%
+2,789
53
$665K 0.48%
3,300
-50
54
$645K 0.46%
7,873
+3,669
55
$628K 0.45%
8,600
-1,100
56
$615K 0.44%
6,551
-286
57
$603K 0.43%
+1,349
58
$595K 0.43%
3,493
-674
59
$591K 0.42%
4,342
-342
60
$585K 0.42%
+1,425
61
$581K 0.42%
5,043
+37
62
$576K 0.41%
15,250
-19,550
63
$570K 0.41%
+6,677
64
$565K 0.4%
1,510
+120
65
$548K 0.39%
66,296
-11,759
66
$531K 0.38%
4,944
-1,051
67
$527K 0.38%
29,561
-7,437
68
$527K 0.38%
3,996
-2,789
69
$526K 0.38%
+6,726
70
$501K 0.36%
24,000
71
$496K 0.35%
2,119
+1,307
72
$494K 0.35%
2,350
-100
73
$490K 0.35%
+5,944
74
$489K 0.35%
+3,035
75
$487K 0.35%
410
1 2
3
4 5