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
$85.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$7.03M
3
+$3.83M
4
MA icon
Mastercard
MA
+$3.07M
5
INTC icon
Intel
INTC
+$2.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.35%
2 Consumer Discretionary 15.7%
3 Healthcare 10.4%
4 Communication Services 10.35%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.35%
+16,691
77
$297K 0.35%
+3,862
78
$297K 0.35%
+17,253
79
$296K 0.35%
+6,470
80
$291K 0.34%
+1,475
81
$279K 0.33%
+2,850
82
$278K 0.32%
+36,168
83
$275K 0.32%
+3,750
84
$273K 0.32%
+11,065
85
$271K 0.32%
+17,564
86
$259K 0.3%
+3,608
87
$258K 0.3%
+42,769
88
$257K 0.3%
+849
89
$253K 0.3%
+25,112
90
$248K 0.29%
+20,262
91
$241K 0.28%
+17,935
92
$236K 0.28%
+2,707
93
$230K 0.27%
+2,455
94
$218K 0.25%
+3,714
95
$217K 0.25%
+1,973
96
$216K 0.25%
+10,000
97
$215K 0.25%
+1,755
98
$213K 0.25%
+28,552
99
$208K 0.24%
+570
100
$204K 0.24%
+4,017
1 2 3
4
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