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
$124M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$693K
2 +$680K
3 +$577K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$554K
5
BA icon
Boeing
BA
+$515K

Sector Composition

1 Technology 24.82%
2 Consumer Discretionary 17.25%
3 Financials 12.04%
4 Communication Services 10.32%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$259K 0.21%
13,755
-102
102
$258K 0.21%
13,001
+347
103
$251K 0.2%
2,301
+4
104
$250K 0.2%
961
+9
105
$246K 0.2%
22,180
+1,979
106
$245K 0.2%
20,000
107
$244K 0.2%
30,306
+2,558
108
$244K 0.2%
11,200
109
$238K 0.19%
2,357
110
$236K 0.19%
2,450
+90
111
$233K 0.19%
20,000
112
$226K 0.18%
1,867
-250
113
$226K 0.18%
37,650
-2,513
114
$223K 0.18%
1,424
115
$217K 0.18%
+1,248
116
$217K 0.18%
30,000
117
$214K 0.17%
+1,318
118
$212K 0.17%
9,093
-2,490
119
$206K 0.17%
26,627
120
$206K 0.17%
+4,831
121
$206K 0.17%
+5,826
122
$205K 0.17%
12,228
-84
123
$195K 0.16%
+57,900
124
$189K 0.15%
12,000
125
$167K 0.14%
+17,300