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
$91.8M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$513K
3
+$506K
4
MMM icon
3M
MMM
+$472K
5
BA icon
Boeing
BA
+$465K

Top Sells

1
+$3.07M
2
+$1.25M
3
+$1.04M
4
GLD icon
SPDR Gold Trust
GLD
+$651K
5
AMD icon
Advanced Micro Devices
AMD
+$587K

Sector Composition

1 Technology 33.5%
2 Consumer Discretionary 13.08%
3 Communication Services 11.16%
4 Financials 9.1%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$414K 0.45%
14,853
+3,669
52
$407K 0.44%
2,500
-3,410
53
$389K 0.42%
14,766
-47,371
54
$380K 0.41%
6,725
+125
55
$378K 0.41%
3,510
-749
56
$374K 0.41%
15,000
57
$367K 0.4%
30,000
+6,000
58
$366K 0.4%
715
59
$359K 0.39%
1,484
-2,690
60
$357K 0.39%
7,216
-62,100
61
$356K 0.39%
2,458
+100
62
$337K 0.37%
3,400
-1,650
63
$331K 0.36%
1,467
+75
64
$330K 0.36%
87,552
-35,591
65
$316K 0.34%
37,580
+182
66
$314K 0.34%
19,000
+7,000
67
$313K 0.34%
+12,350
68
$312K 0.34%
340
69
$308K 0.34%
21,225
-15,316
70
$302K 0.33%
956
-3
71
$298K 0.32%
+2,300
72
$294K 0.32%
1,914
-874
73
$287K 0.31%
235
74
$285K 0.31%
+3,129
75
$272K 0.3%
2,446
-800
1 2
3
4 5