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
$95M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$7.16M
2 +$4.96M
3 +$4.68M
4
TSLA icon
Tesla
TSLA
+$4.05M
5
NVDA icon
NVIDIA
NVDA
+$3.68M

Sector Composition

1 Technology 32.94%
2 Consumer Discretionary 10.52%
3 Communication Services 10.18%
4 Industrials 7.99%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$288K 0.3%
1,392
+1
77
$286K 0.3%
68,401
-30,097
78
$279K 0.29%
+2,350
79
$266K 0.28%
+45,000
80
$264K 0.28%
959
+54
81
$259K 0.27%
1,920
-2,584
82
$259K 0.27%
1,900
-951
83
$253K 0.27%
70,600
+40,700
84
$248K 0.26%
2,157
85
$243K 0.26%
20,678
-20
86
$236K 0.25%
+1,360
87
$233K 0.25%
+12,920
88
$231K 0.24%
2,576
-1,437
89
$229K 0.24%
30,000
90
$224K 0.24%
12,000
91
$224K 0.24%
+675
92
$223K 0.23%
550
-785
93
$218K 0.23%
20,000
94
$217K 0.23%
1,767
95
$217K 0.23%
+1,938
96
$215K 0.23%
+2,084
97
$209K 0.22%
1,224
+24
98
$202K 0.21%
1,700
-25
99
$201K 0.21%
910
-978
100
$200K 0.21%
+1,237