VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+4.18%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+8.1%)
Cap. Flow
+$3.43M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
176
New
31
Increased
39
Reduced
43
Closed
43
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.44M |
| 2 |
Micron Technology
MU
|
$1.37M |
| 3 |
GGN
GAMCO Global Gold, Natural Resources & Income Trust
GGN
|
$1.36M |
| 4 |
Lloyds Banking Group
LYG
|
$1.32M |
| 5 |
Qualcomm
QCOM
|
$1.05M |
Top Sells
| 1 |
abrdn Physical Platinum Shares ETF
PPLT
|
$1.38M |
| 2 |
Enova International
ENVA
|
$979K |
| 3 |
Zebra Technologies
ZBRA
|
$855K |
| 4 |
Costamare
CMRE
|
$839K |
| 5 |
Sarepta Therapeutics
SRPT
|
$729K |
Sector Composition
| 1 | Technology | 23.57% |
| 2 | Consumer Discretionary | 16.1% |
| 3 | Communication Services | 11.96% |
| 4 | Financials | 11.32% |
| 5 | Healthcare | 8.99% |
