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
$82.6M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$603K
3
+$544K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$523K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$426K

Top Sells

1
+$3.66M
2
+$660K
3
+$591K
4
ELV icon
Elevance Health
ELV
+$573K
5
FXB icon
Invesco CurrencyShares British Pound Sterling Trust
FXB
+$378K

Sector Composition

1 Consumer Discretionary 14.39%
2 Technology 13.15%
3 Communication Services 12.77%
4 Financials 10.76%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.36%
9,250
+110
77
$299K 0.36%
4,300
78
$292K 0.35%
3,207
-372
79
$289K 0.35%
7,064
-509
80
$285K 0.34%
24,245
+561
81
$284K 0.34%
13,800
-7,700
82
$284K 0.34%
3,043
+2
83
$278K 0.34%
3,977
-1,500
84
$273K 0.33%
1,963
+67
85
$270K 0.33%
25,080
+2,000
86
$264K 0.32%
+4,151
87
$258K 0.31%
2,312
-150
88
$258K 0.31%
2,242
-187
89
$254K 0.31%
3,781
+29
90
$249K 0.3%
21,186
-1,830
91
$234K 0.28%
15,750
-2,250
92
$233K 0.28%
4,923
+24
93
$228K 0.28%
850
94
$226K 0.27%
+1,300
95
$226K 0.27%
16,860
-772
96
$223K 0.27%
4,540
97
$223K 0.27%
1,117
98
$222K 0.27%
5,534
-3,198
99
$221K 0.27%
24,990
-1,865
100
$221K 0.27%
+5,713
2 3
4
5 6