VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+35.02%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$85.7M
AUM Growth
–
Cap. Flow
+$85.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$8.12M |
| 2 |
Amazon
AMZN
|
$7.03M |
| 3 |
UnitedHealth
UNH
|
$3.83M |
| 4 |
Mastercard
MA
|
$3.07M |
| 5 |
Intel
INTC
|
$2.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.35% |
| 2 | Consumer Discretionary | 15.7% |
| 3 | Healthcare | 10.4% |
| 4 | Communication Services | 10.35% |
| 5 | Financials | 10.19% |
