VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
+22.8%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
145
New
145
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.8M |
| 2 |
Amazon
AMZN
|
$8.04M |
| 3 |
UnitedHealth
UNH
|
$4.55M |
| 4 |
Tesla
TSLA
|
$4.29M |
| 5 |
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% |
