VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.39M
3
+$1.22M
4
MGM icon
MGM Resorts International
MGM
+$1.02M
5
MU icon
Micron Technology
MU
+$709K

Top Sells

1
+$1.19M
2
+$968K
3
+$920K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$823K
5
MFG icon
Mizuho Financial
MFG
+$713K

Sector Composition

1 Technology 29.4%
2 Consumer Discretionary 10.76%
3 Communication Services 8.75%
4 Industrials 8.73%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.28%
6,539
+832
77
$275K 0.27%
3,230
+398
78
$274K 0.27%
5,926
+1,001
79
$269K 0.27%
+6,200
80
$261K 0.26%
2,157
81
$258K 0.26%
+2,914
82
$257K 0.26%
1,915
83
$257K 0.26%
+3,707
84
$256K 0.25%
+12,000
85
$250K 0.25%
2,200
86
$249K 0.25%
560
87
$246K 0.24%
2,130
+15
88
$245K 0.24%
20,261
+29
89
$242K 0.24%
244
-9
90
$228K 0.23%
+3,630
91
$222K 0.22%
+313
92
$222K 0.22%
30,000
93
$222K 0.22%
7,537
-12,140
94
$221K 0.22%
+1,800
95
$220K 0.22%
+1,550
96
$220K 0.22%
+1,200
97
$218K 0.22%
17,500
-15,000
98
$216K 0.21%
590
+20
99
$214K 0.21%
+600
100
$209K 0.21%
1,883
+4
2 3
4
5 6