VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+17.19%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+23%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
10.23%
Top 10 Holdings %
Top 10 Hldgs %
48.27%
Holding
138
New
25
Increased
38
Reduced
30
Closed
23
Top Buys
| 1 |
AEF
abrdn Emerging Markets Equity Income Fund
AEF
|
$4.17M |
| 2 |
abrdn Physical Platinum Shares ETF
PPLT
|
$2.39M |
| 3 |
iShares Silver Trust
SLV
|
$1.22M |
| 4 |
MGM Resorts International
MGM
|
$1.02M |
| 5 |
Micron Technology
MU
|
$709K |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$1.19M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$968K |
| 3 |
Amazon
AMZN
|
$920K |
| 4 |
iShares Bitcoin Trust
IBIT
|
$823K |
| 5 |
Mizuho Financial
MFG
|
$713K |
Sector Composition
| 1 | Technology | 29.4% |
| 2 | Consumer Discretionary | 10.76% |
| 3 | Communication Services | 8.75% |
| 4 | Industrials | 8.73% |
| 5 | Financials | 6.61% |
