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
$76M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.6M
3
+$1.36M
4
VZ icon
Verizon
VZ
+$891K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$836K

Top Sells

1
+$1.65M
2
+$1.41M
3
+$1.25M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
5
C icon
Citigroup
C
+$992K

Sector Composition

1 Technology 16.27%
2 Communication Services 10.62%
3 Financials 9.99%
4 Consumer Discretionary 9.19%
5 Healthcare 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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