VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Return
25.57%
This Quarter Return
+13.51%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$79.6M
AUM Growth
+$12.5M
(+19%)
Cap. Flow
+$5.27M
Cap. Flow
% of AUM
6.61%
Top 10 Holdings %
Top 10 Hldgs %
33.77%
Holding
126
New
22
Increased
36
Reduced
41
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
$1.66M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$836K |
| 3 |
Sibanye-Stillwater
SBSW
|
$700K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$660K |
| 5 |
HPF
John Hancock Preferred Income Fund II
HPF
|
$656K |
Top Sells
Sector Composition
| 1 | Communication Services | 13.55% |
| 2 | Consumer Discretionary | 13.45% |
| 3 | Technology | 13.38% |
| 4 | Financials | 10.23% |
| 5 | Healthcare | 8.87% |