VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 39.76%
This Quarter Est. Return
1 Year Est. Return
+39.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.84M
3
+$1.3M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$1.03M
5
LULU icon
lululemon athletica
LULU
+$730K

Top Sells

1
+$1.25M
2
+$975K
3
+$781K
4
VZ icon
Verizon
VZ
+$700K
5
ANDV
Andeavor
ANDV
+$698K

Sector Composition

1 Consumer Discretionary 13.71%
2 Technology 12.36%
3 Communication Services 10.24%
4 Healthcare 9.9%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98K 0.15%
9,533
-12,917
102
$85K 0.13%
12,250
103
$55K 0.08%
10,494
+34
104
$20K 0.03%
200
-398
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-3,910
106
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107
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108
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109
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-5,620
110
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111
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112
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113
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-3,326
114
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115
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-8,395
116
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118
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-7,000
119
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120
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121
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122
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124
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-15,250
2 3 4
5
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