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
$91.8M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$839K
2 +$513K
3 +$506K
4
MMM icon
3M
MMM
+$472K
5
BA icon
Boeing
BA
+$465K

Top Sells

1 +$3.07M
2 +$1.25M
3 +$1.04M
4
GLD icon
SPDR Gold Trust
GLD
+$651K
5
AMD icon
Advanced Micro Devices
AMD
+$587K

Sector Composition

1 Technology 33.5%
2 Consumer Discretionary 13.08%
3 Communication Services 11.16%
4 Financials 9.1%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$263K 0.29%
4,798
-2,550
77
$247K 0.27%
1,772
-131
78
$247K 0.27%
75,214
+4,614
79
$244K 0.27%
6,105
-2,750
80
$244K 0.27%
20,705
+27
81
$240K 0.26%
9,050
-1,950
82
$236K 0.26%
12,941
+21
83
$235K 0.26%
1,915
-5
84
$229K 0.25%
2,100
+16
85
$228K 0.25%
2,751
+175
86
$228K 0.25%
565
-90
87
$224K 0.24%
+2,900
88
$224K 0.24%
675
89
$224K 0.24%
35,500
-9,500
90
$224K 0.24%
30,000
91
$223K 0.24%
1,226
+2
92
$219K 0.24%
20,000
93
$216K 0.24%
+10,825
94
$214K 0.23%
550
95
$213K 0.23%
+7,600
96
$210K 0.23%
2,157
97
$207K 0.23%
1,800
+100
98
$200K 0.22%
910
99
$191K 0.21%
+25,000
100
$183K 0.2%
20,000