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
$95M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$764K
3
+$686K
4
BOAT icon
SonicShares Global Shipping ETF
BOAT
+$584K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$510K

Top Sells

1
+$7.16M
2
+$4.96M
3
+$4.68M
4
TSLA icon
Tesla
TSLA
+$4.05M
5
NVDA icon
NVIDIA
NVDA
+$3.68M

Sector Composition

1 Technology 32.94%
2 Consumer Discretionary 10.52%
3 Communication Services 10.18%
4 Industrials 7.99%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.49%
4,721
-489
52
$462K 0.49%
36,541
-9,513
53
$448K 0.47%
+17,500
54
$438K 0.46%
18,678
+8,205
55
$420K 0.44%
3,457
-1,856
56
$417K 0.44%
6,400
57
$398K 0.42%
30,000
58
$398K 0.42%
8,855
-4,667
59
$377K 0.4%
15,000
60
$369K 0.39%
7,348
-11,352
61
$349K 0.37%
715
62
$347K 0.37%
2,358
-1,151
63
$341K 0.36%
6,600
-900
64
$340K 0.36%
37,398
+3,724
65
$340K 0.36%
24,000
66
$318K 0.33%
11,000
-2,034
67
$312K 0.33%
3,246
-249
68
$310K 0.33%
1,903
-2,194
69
$305K 0.32%
655
-185
70
$302K 0.32%
340
-808
71
$301K 0.32%
6,036
-2,874
72
$299K 0.31%
235
73
$298K 0.31%
+28,500
74
$291K 0.31%
+11,184
75
$290K 0.31%
+5,116
1 2
3
4 5