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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.87M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$2.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.14%
2 Financials 10.37%
3 Communication Services 9.5%
4 Consumer Discretionary 8.77%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.38%
+5,781
77
$302K 0.38%
+8,000
78
$300K 0.38%
+12,726
79
$295K 0.37%
+5,300
80
$288K 0.36%
+11,300
81
$286K 0.36%
+3,802
82
$286K 0.36%
+3,482
83
$285K 0.36%
+5,486
84
$282K 0.35%
+10,000
85
$276K 0.35%
+2,201
86
$274K 0.34%
+2,213
87
$273K 0.34%
+4,450
88
$270K 0.34%
+2,950
89
$269K 0.34%
+28,442
90
$268K 0.34%
+21,454
91
$264K 0.33%
+5,825
92
$262K 0.33%
+8,200
93
$255K 0.32%
+2,779
94
$253K 0.32%
+3,900
95
$253K 0.32%
+5,327
96
$253K 0.32%
+22,783
97
$241K 0.3%
+26,300
98
$235K 0.29%
+10,335
99
$230K 0.29%
+3,000
100
$225K 0.28%
+2,100
1 2 3
4
5