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
$82.6M
AUM Growth
+$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$633K
2
+$603K
3
+$544K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$523K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$426K

Top Sells

1
+$3.66M
2
+$660K
3
+$591K
4
ELV icon
Elevance Health
ELV
+$573K
5
PEO
Adams Natural Resources Fund
PEO
+$378K

Sector Composition

1 Consumer Discretionary 14.39%
2 Technology 13.15%
3 Communication Services 12.77%
4 Financials 10.76%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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