VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 39.76%
This Quarter Est. Return
1 Year Est. Return
+39.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.84M
3
+$1.3M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$1.03M
5
LULU icon
lululemon athletica
LULU
+$730K

Top Sells

1
+$1.25M
2
+$975K
3
+$781K
4
VZ icon
Verizon
VZ
+$700K
5
ANDV
Andeavor
ANDV
+$698K

Sector Composition

1 Consumer Discretionary 13.71%
2 Technology 12.36%
3 Communication Services 10.24%
4 Healthcare 9.9%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$265K 0.39%
8,100
-6,200
77
$257K 0.38%
4,300
-600
78
$255K 0.38%
10,000
79
$248K 0.37%
+23,619
80
$244K 0.36%
1,898
-110
81
$243K 0.36%
17,100
+4,700
82
$242K 0.36%
21,150
+2,100
83
$240K 0.36%
4,872
-83
84
$237K 0.35%
5,200
85
$231K 0.34%
23,130
-17,658
86
$224K 0.33%
8,000
87
$223K 0.33%
+4,957
88
$223K 0.33%
41,084
+19,950
89
$220K 0.33%
+1,778
90
$213K 0.32%
1,117
91
$211K 0.31%
3,720
-1,376
92
$208K 0.31%
3,346
-4,274
93
$205K 0.31%
+4,494
94
$200K 0.3%
13,500
-8,200
95
$193K 0.29%
20,000
96
$190K 0.28%
24,495
-6,870
97
$176K 0.26%
16,549
-6,939
98
$137K 0.2%
10,464
-1,214
99
$115K 0.17%
12,301
-2,104
100
$102K 0.15%
2,600
-2,500
2 3
4
5 6