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
$148M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Sells

1 +$2.28M
2 +$1.53M
3 +$1.3M
4
NMR icon
Nomura Holdings
NMR
+$650K
5
GLD icon
SPDR Gold Trust
GLD
+$525K

Sector Composition

1 Technology 31.65%
2 Consumer Discretionary 15%
3 Communication Services 10.98%
4 Financials 10.36%
5 Healthcare 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$411K 0.28%
1,850
-8
77
$409K 0.28%
2,522
-356
78
$398K 0.27%
16,098
+6,828
79
$394K 0.27%
30,000
+10,000
80
$394K 0.27%
840
81
$393K 0.27%
2,485
+35
82
$390K 0.26%
2,851
+509
83
$386K 0.26%
11,363
-67,250
84
$367K 0.25%
4,013
-138
85
$365K 0.25%
13,034
+2,817
86
$362K 0.25%
13,977
+6,336
87
$357K 0.24%
16,662
-795
88
$347K 0.23%
3,495
-540
89
$345K 0.23%
15,000
90
$343K 0.23%
715
91
$327K 0.22%
2,050
92
$327K 0.22%
1,888
+9
93
$322K 0.22%
+1,251
94
$311K 0.21%
7,500
-300
95
$311K 0.21%
10,850
-5,150
96
$302K 0.2%
4,061
+21
97
$297K 0.2%
1,391
98
$293K 0.2%
50,728
-112,417
99
$286K 0.19%
3,554
-64
100
$286K 0.19%
2,308
+3