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
$85.7M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$744K
3
+$608K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$565K
5
ELV icon
Elevance Health
ELV
+$548K

Top Sells

1
+$678K
2
+$598K
3
+$544K
4
EMF
Templeton Emerging Markets Fund
EMF
+$493K
5
BX icon
Blackstone
BX
+$475K

Sector Composition

1 Consumer Discretionary 13.72%
2 Technology 13.05%
3 Communication Services 12.89%
4 Financials 11.02%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,700
127
– –
-10,130
128
– –
-2,710
129
– –
-2,909
130
– –
-1,117
131
– –
-780
132
– –
-14,908
133
– –
-63,500
134
– –
-5,534
135
– –
-5,713
136
– –
-8,302
137
– –
-5,652
138
– –
-14,734
139
– –
-1,266
140
– –
-8,629
2 3 4 5
6