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
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$817K
3 +$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1 +$4.18M
2 +$2.68M
3 +$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$274K 0.2%
1,315
102
$274K 0.2%
1,603
103
$274K 0.2%
3,867
-363
104
$268K 0.19%
39,544
-62,789
105
$263K 0.19%
+5,219
106
$256K 0.18%
4,200
107
$251K 0.18%
1,510
+10
108
$250K 0.18%
57,848
+3,413
109
$250K 0.18%
33,380
-1,200
110
$249K 0.18%
7,598
-421
111
$245K 0.18%
2,094
-1,035
112
$245K 0.18%
5,900
-2,500
113
$243K 0.17%
+2,693
114
$237K 0.17%
+49,500
115
$236K 0.17%
+3,898
116
$235K 0.17%
+45,500
117
$231K 0.17%
6,000
+171
118
$229K 0.16%
+1,120
119
$225K 0.16%
1,900
-2,597
120
$224K 0.16%
+3,639
121
$223K 0.16%
2,577
122
$222K 0.16%
3,926
-6,823
123
$218K 0.16%
3,838
-257
124
$218K 0.16%
860
+25
125
$216K 0.16%
2,400