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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.04M
3
+$4.55M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
MA icon
Mastercard
MA
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 18.65%
3 Financials 10.67%
4 Communication Services 10.37%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.26%
+1,335
102
$278K 0.26%
+14,136
103
$275K 0.25%
+6,630
104
$245K 0.23%
+2,607
105
$238K 0.22%
+1,526
106
$236K 0.22%
+24,146
107
$236K 0.22%
+181,737
108
$234K 0.22%
+5,858
109
$225K 0.21%
+1,595
110
$224K 0.21%
+1,295
111
$222K 0.2%
+4,100
112
$219K 0.2%
+1,004
113
$217K 0.2%
+3,534
114
$217K 0.2%
+7,300
115
$215K 0.2%
+3,474
116
$209K 0.19%
+1,422
117
$204K 0.19%
+7,310
118
$204K 0.19%
+21,000
119
$203K 0.19%
+5,524
120
$200K 0.18%
+4,200
121
$188K 0.17%
+23,158
122
$183K 0.17%
+12,430
123
$170K 0.16%
+20,710
124
$163K 0.15%
+5,367
125
$153K 0.14%
+45,411
2 3 4
5
6