VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+4.99%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$95M
AUM Growth
+$95M
(-36%)
Cap. Flow
-$51.1M
Cap. Flow
% of AUM
-53.82%
Top 10 Holdings %
Top 10 Hldgs %
50.23%
Holding
160
New
18
Increased
24
Reduced
56
Closed
44
Top Buys
| 1 |
Broadcom
AVGO
|
$1.18M |
| 2 |
iShares US Telecommunications ETF
IYZ
|
$778K |
| 3 |
iShares Silver Trust
SLV
|
$764K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$686K |
| 5 |
SonicShares Global Shipping ETF
BOAT
|
$584K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$7.16M |
| 2 |
Amazon
AMZN
|
$4.96M |
| 3 |
Mastercard
MA
|
$4.68M |
| 4 |
Tesla
TSLA
|
$4.05M |
| 5 |
NVIDIA
NVDA
|
$3.68M |
Sector Composition
| 1 | Technology | 32.94% |
| 2 | Consumer Discretionary | 10.52% |
| 3 | Communication Services | 10.18% |
| 4 | Industrials | 7.99% |
| 5 | Financials | 7.56% |
