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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.04M
3
+$4.55M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
MA icon
Mastercard
MA
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 18.65%
3 Financials 10.67%
4 Communication Services 10.37%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.35%
+11,000
77
$375K 0.35%
+10,398
78
$365K 0.34%
+51,041
79
$365K 0.34%
+31,195
80
$364K 0.33%
+7,846
81
$361K 0.33%
+5,947
82
$360K 0.33%
+95,156
83
$357K 0.33%
+235
84
$356K 0.33%
+951
85
$356K 0.33%
+32,073
86
$355K 0.33%
+5,042
87
$349K 0.32%
+8,404
88
$340K 0.31%
+28,350
89
$339K 0.31%
+7,000
90
$335K 0.31%
+2,650
91
$334K 0.31%
+2,665
92
$330K 0.3%
+9,545
93
$323K 0.3%
+5,900
94
$321K 0.3%
+910
95
$318K 0.29%
+68,744
96
$312K 0.29%
+10,000
97
$311K 0.29%
+9,050
98
$305K 0.28%
+4,503
99
$301K 0.28%
+25,621
100
$287K 0.26%
+32,269
2 3
4
5 6