VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 25.57%
This Quarter Est. Return
1 Year Est. Return
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.04M
3
+$4.55M
4
TSLA icon
Tesla
TSLA
+$4.29M
5
MA icon
Mastercard
MA
+$3.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.29%
2 Consumer Discretionary 18.65%
3 Financials 10.67%
4 Communication Services 10.37%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$147K 0.14%
+10,702
127
$145K 0.13%
+18,689
128
$138K 0.13%
+10,500
129
$136K 0.13%
+18,040
130
$133K 0.12%
+14,563
131
$121K 0.11%
+3,625
132
$115K 0.11%
+17,000
133
$114K 0.1%
+27,038
134
$110K 0.1%
+22,700
135
$103K 0.09%
+10,600
136
$102K 0.09%
+12,269
137
$91K 0.08%
+11,090
138
$87K 0.08%
+37,900
139
$59K 0.05%
+27,628
140
$59K 0.05%
+25,065
141
$53K 0.05%
+17,726
142
$53K 0.05%
+13,823
143
$23K 0.02%
+2,000
2 3 4 5
6