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
$95M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$7.16M
2 +$4.96M
3 +$4.68M
4
TSLA icon
Tesla
TSLA
+$4.05M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$193K 0.2%
20,000
102
$186K 0.2%
13,850
-46,850
103
$140K 0.15%
10,740
-1,113
104
$135K 0.14%
127,000
105
$120K 0.13%
22,950
-27,778
106
$105K 0.11%
17,255
-4,054
107
$99.8K 0.1%
35,000
108
$72.6K 0.08%
13,563
-6,740
109
$62.7K 0.07%
24,500
+1,500
110
$62.2K 0.07%
16,408
-7,945
111
$46.8K 0.05%
11,000
-33,000
112
$29.9K 0.03%
17,000
-3,500
113
$19.9K 0.02%
83,136
-8,000
114
$2K ﹤0.01%
20,000
115
$985 ﹤0.01%
+61
116
$411 ﹤0.01%
+20,669
117
-10,450
118
-14,000
119
-4,061
120
-19,112
121
-10,007
122
-6,660
123
-2,300
124
-334
125
-5,605