VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.39M
3
+$1.22M
4
MGM icon
MGM Resorts International
MGM
+$1.02M
5
MU icon
Micron Technology
MU
+$709K

Top Sells

1
+$1.19M
2
+$968K
3
+$920K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$823K
5
MFG icon
Mizuho Financial
MFG
+$713K

Sector Composition

1 Technology 29.4%
2 Consumer Discretionary 10.76%
3 Communication Services 8.75%
4 Industrials 8.73%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.49%
22,076
-200
52
$464K 0.46%
19,358
-1,356
53
$448K 0.44%
4,682
+44
54
$434K 0.43%
+6,007
55
$428K 0.42%
25,625
-967
56
$394K 0.39%
715
57
$387K 0.38%
1,271
-186
58
$379K 0.38%
+7,747
59
$377K 0.37%
30,000
-5,000
60
$371K 0.37%
3,600
61
$364K 0.36%
2,433
62
$351K 0.35%
+2,150
63
$346K 0.34%
2,418
+264
64
$342K 0.34%
1,468
+1
65
$337K 0.33%
950
+42
66
$330K 0.33%
48,500
-6,200
67
$316K 0.31%
15,000
68
$304K 0.3%
19,200
-800
69
$303K 0.3%
1,900
70
$298K 0.3%
+1,454
71
$297K 0.29%
2,397
-200
72
$294K 0.29%
1,772
73
$289K 0.29%
32,587
-1,264
74
$285K 0.28%
235
75
$283K 0.28%
960
1 2
3
4 5