VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Est. Return
25.57%
1 Year Est. Return
+25.57%
AUM
$101M
AUM Growth
+$19M
(+23%)
Holding
138
Top Buys
| 1 | +$4.17M | |
| 2 | +$2.39M | |
| 3 | +$1.22M | |
| 4 |
MGM Resorts International
MGM
|
+$1.02M |
| 5 |
Micron Technology
MU
|
+$709K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$968K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab U.S Small- Cap ETF
SCHA
$20.3B
| – | – |
-10,355
|
|
||
127
Charles Schwab
SCHW
$171B
| – | – |
-4,950
|
|
||
128
Sumitomo Mitsui Financial
SMFG
$101B
| – | – |
-25,047
|
|
||
129
SSR Mining
SSRM
$4.81B
| – | – |
-18,820
|
|
||
130
AT&T
T
$188B
| – | – |
-8,643
|
|
||
|
TEI
131
Templeton Emerging Markets Income Fund
TEI
$292M
| – | – |
-12,806
|
|
||
|
ETHU
132
2x Ether ETF
ETHU
$1.92B
| – | – |
-800
|
|
||
133
Alamos Gold
AGI
$14.5B
| – | – |
-8,283
|
|
||
134
AngloGold Ashanti
AU
$37.3B
| – | – |
-5,946
|
|
||
|
AMZE
135
Amaze Holdings
AMZE
$9.84M
| – | – |
-4,435
|
|
||
|
136
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-17,575
|
|
||
137
Kinross Gold
KGC
$30.6B
| – | – |
-17,015
|
|
||
|
PFO
138
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$127M
| – | – |
-14,000
|
|