VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
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
126
– –
-20,681
127
– –
-4,515
128
– –
-6,351
129
– –
-11,603
130
– –
-50,402
131
– –
-4,450
132
– –
-13,332
133
– –
-3,475
134
– –
-7,955
135
– –
-3,482
136
– –
-10,700
137
– –
-22,783
138
– –
-5,781
139
– –
-12,000
140
– –
-3,142
141
– –
-2,779
142
– –
-11,300
143
– –
-17,175
2 3 4 5
6