VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
-1.17%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$82.3M
AUM Growth
+$82.3M
(-7%)
Cap. Flow
-$5.83M
Cap. Flow
% of AUM
-7.09%
Top 10 Holdings %
Top 10 Hldgs %
47.7%
Holding
136
New
11
Increased
33
Reduced
53
Closed
24
Top Buys
| 1 |
Tesla
TSLA
|
$3.32M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.3M |
| 3 |
AdvisorShares Ranger Equity Bear ETF
HDGE
|
$1.34M |
| 4 |
Petrobras
PBR
|
$987K |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
$721K |
Top Sells
| 1 |
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
|
$8.62M |
| 2 |
Qualcomm
QCOM
|
$698K |
| 3 |
Global X Russell 2000 Covered Call ETF
RYLD
|
$682K |
| 4 |
SPDR Gold Trust
GLD
|
$647K |
| 5 |
Pfizer
PFE
|
$572K |
Sector Composition
| 1 | Technology | 20.75% |
| 2 | Consumer Discretionary | 17.24% |
| 3 | Healthcare | 12.84% |
| 4 | Financials | 10.34% |
| 5 | Communication Services | 8.71% |
