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
$79.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.87M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.15M
5
META icon
Meta Platforms (Facebook)
META
+$2.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.14%
2 Financials 10.37%
3 Communication Services 9.5%
4 Consumer Discretionary 8.77%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.28%
+1,515
102
$219K 0.27%
+3,421
103
$215K 0.27%
+3,978
104
$211K 0.26%
+2,112
105
$209K 0.26%
+2,000
106
$207K 0.26%
+814
107
$207K 0.26%
+3,948
108
$204K 0.26%
+3,119
109
$184K 0.23%
+18,838
110
$167K 0.21%
+13,304
111
$164K 0.21%
+10,000
112
$138K 0.17%
+10,000
113
$134K 0.17%
+13,965
114
$131K 0.16%
+12,850
115
$119K 0.15%
+32,284
116
$118K 0.15%
+11,603
117
$114K 0.14%
+19,014
118
$106K 0.13%
+10,700
119
$93.9K 0.12%
+16,000
120
$80.4K 0.1%
+14,200
121
$29.4K 0.04%
+746
122
$8.06K 0.01%
+50,402
1 2 3 4
5