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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$877K
3 +$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1 +$721K
2 +$620K
3 +$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$449K 0.52%
2,500
+404
52
$441K 0.51%
5,000
-1,180
53
$431K 0.5%
4,140
-2,445
54
$412K 0.48%
4,304
-407
55
$399K 0.46%
3,146
+510
56
$398K 0.46%
+1,763
57
$392K 0.45%
2,308
-351
58
$374K 0.43%
34,000
59
$365K 0.42%
2,719
+208
60
$363K 0.42%
+5,764
61
$361K 0.42%
4,867
-200
62
$351K 0.41%
+14,200
63
$345K 0.4%
8,309
+44
64
$338K 0.39%
400
65
$337K 0.39%
118,816
+100,289
66
$329K 0.38%
+21,846
67
$325K 0.38%
7,183
+26
68
$316K 0.37%
10,000
69
$312K 0.36%
44,628
+1,149
70
$305K 0.35%
2,350
71
$302K 0.35%
+3,990
72
$302K 0.35%
7,435
-1,400
73
$293K 0.34%
20,000
74
$292K 0.34%
34,000
75
$290K 0.34%
+13,170