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
$75.3M
AUM Growth
-$671K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$837K
3
+$801K
4
VALE icon
Vale
VALE
+$761K
5
RIO icon
Rio Tinto
RIO
+$702K

Top Sells

1
+$2.24M
2
+$1.36M
3
+$791K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$577K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$427K

Sector Composition

1 Technology 16.48%
2 Communication Services 13.37%
3 Healthcare 9.51%
4 Financials 9.24%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-11,174
127
– –
-15,401
128
– –
-2,681
129
– –
-3,500
130
– –
-13,500
2 3 4 5
6