VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.2M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.9M
3
+$1.54M
4
GLTR icon
abrdn Physical Precious Metals Basket Shares ETF
GLTR
+$985K
5
LULU icon
lululemon athletica
LULU
+$805K

Top Sells

1
+$1.25M
2
+$1.2M
3
+$808K
4
VZ icon
Verizon
VZ
+$707K
5
ANDV
Andeavor
ANDV
+$698K

Sector Composition

1 Consumer Discretionary 13.71%
2 Technology 12.36%
3 Communication Services 10.24%
4 Healthcare 9.9%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
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