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
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$817K
3 +$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1 +$4.18M
2 +$2.68M
3 +$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$442K 0.32%
+3,422
77
$429K 0.31%
27,080
+13,706
78
$427K 0.31%
4,753
-1,522
79
$416K 0.3%
19,375
-32,213
80
$414K 0.3%
15,576
-1,272
81
$400K 0.29%
10,000
82
$382K 0.27%
30,000
83
$376K 0.27%
31,000
84
$375K 0.27%
13,938
+2,502
85
$369K 0.27%
36,184
-880
86
$368K 0.26%
5,084
+2,114
87
$366K 0.26%
1,605
+105
88
$350K 0.25%
16,856
-864
89
$347K 0.25%
8,854
-600
90
$339K 0.24%
235
91
$337K 0.24%
812
+1
92
$335K 0.24%
2,607
+4
93
$322K 0.23%
4,204
+485
94
$315K 0.23%
7,996
-497
95
$302K 0.22%
2,263
+525
96
$297K 0.21%
+1,950
97
$284K 0.2%
6,459
+3,361
98
$283K 0.2%
1,630
99
$279K 0.2%
6,400
100
$278K 0.2%
11,248
-297