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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$877K
3
+$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1
+$721K
2
+$620K
3
+$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.23%
+967
102
$200K 0.23%
+625
103
$157K 0.18%
10,000
104
$140K 0.16%
63,774
-10,153
105
$135K 0.16%
11,938
+197
106
$126K 0.15%
31,184
-1,229
107
$124K 0.14%
15,891
-4,094
108
$120K 0.14%
+45,820
109
$116K 0.13%
+14,552
110
$107K 0.12%
+10,700
111
$94.8K 0.11%
10,000
112
$92.8K 0.11%
21,101
-1,890
113
$89.9K 0.1%
14,320
+224
114
$73.5K 0.09%
20,575
-11,450
115
$59.7K 0.07%
20,532
-6,984
116
$52.7K 0.06%
30,120
-12,100
117
$41.4K 0.05%
23,000
+500
118
$32K 0.04%
10,180
-3,800
119
$31.4K 0.04%
1,788
-15
120
– –
-10,951
121
– –
-4,450
122
– –
-3,705
123
– –
-5,485
124
– –
-16,296
125
– –
-2,050
2 3 4
5
6