VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+15%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
+$100M
(+16%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
43.62%
Holding
134
New
15
Increased
43
Reduced
42
Closed
11
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$996K |
| 2 |
Petrobras
PBR
|
$784K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$580K |
| 4 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$398K |
| 5 |
AdvisorShares Ranger Equity Bear ETF
HDGE
|
$385K |
Sector Composition
| 1 | Technology | 22.74% |
| 2 | Consumer Discretionary | 15.2% |
| 3 | Healthcare | 10.75% |
| 4 | Financials | 10.11% |
| 5 | Communication Services | 9.46% |
