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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$877K
3
+$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1
+$721K
2
+$620K
3
+$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.33%
31,000
+600
77
$286K 0.33%
2,027
+10
78
$282K 0.33%
1,315
79
$281K 0.33%
2,536
+4
80
$279K 0.32%
4,200
81
$273K 0.32%
235
82
$264K 0.31%
837
+30
83
$254K 0.29%
880
+80
84
$252K 0.29%
+3,500
85
$248K 0.29%
+3,927
86
$246K 0.28%
6,458
+58
87
$245K 0.28%
13,333
-1,614
88
$240K 0.28%
14,000
89
$238K 0.28%
+3,400
90
$229K 0.27%
+6,600
91
$221K 0.26%
7,727
-1,764
92
$220K 0.25%
+8,121
93
$220K 0.25%
18,898
+156
94
$218K 0.25%
12,700
-9,700
95
$214K 0.25%
+2,357
96
$213K 0.25%
994
-2,145
97
$212K 0.25%
+1,925
98
$210K 0.24%
39,534
+1,500
99
$209K 0.24%
+2,522
100
$205K 0.24%
+4,800
2 3
4
5 6