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
$140M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.06M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.03M
5
GS icon
Goldman Sachs
GS
+$777K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$773K
4
PARA
Paramount Global Class B
PARA
+$738K
5
UBER icon
Uber
UBER
+$566K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 17.07%
3 Healthcare 10.13%
4 Financials 9.5%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.22%
235
102
$296K 0.21%
2,919
-4,087
103
$291K 0.21%
9,050
-8,552
104
$283K 0.2%
1,741
-353
105
$282K 0.2%
+2,400
106
$276K 0.2%
16,367
-489
107
$273K 0.2%
1,632
+2
108
$262K 0.19%
27,289
-8,895
109
$261K 0.19%
10,968
-9,072
110
$260K 0.19%
3,780
-87
111
$259K 0.19%
3,144
-3,315
112
$257K 0.18%
2,065
+645
113
$255K 0.18%
1,315
114
$249K 0.18%
1,100
-20
115
$243K 0.17%
6,458
+58
116
$241K 0.17%
7,704
+106
117
$240K 0.17%
3,838
118
$233K 0.17%
55,294
-2,554
119
$230K 0.16%
+3,400
120
$227K 0.16%
2,090
+190
121
$224K 0.16%
2,577
122
$221K 0.16%
+61,020
123
$220K 0.16%
3,741
+102
124
$217K 0.16%
8,289
-5,649
125
$216K 0.15%
34,901
-643
3 4
5
6 7