We are live on ! Find out more
VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $108M
1-Year Est. Return 50.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.68%
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
in Stake 		Capital Flow
126
– –
-19,325
127
– –
-585
128
– –
-598
129
– –
-12,154
130
– –
-5,143
131
– –
-3,030
132
– –
-2,227
133
– –
-10,500
134
– –
-850
135
– –
-5,620
136
– –
-11,406
137
– –
-12,288
138
– –
-501
139
– –
-3,326
140
– –
-4,550
141
– –
-8,395
142
– –
-3,910
143
– –
-4,700
2 3 4 5
6