VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Return
25.57%
This Quarter Return
+10.06%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+93,203%)
Cap. Flow
-$3M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
40.79%
Holding
165
New
13
Increased
57
Reduced
54
Closed
19
Top Buys
| 1 |
VanEck Gold Miners ETF
GDX
|
$1.57M |
| 2 |
Amazon
AMZN
|
$817K |
| 3 |
PARA
Paramount Global Class B
PARA
|
$694K |
| 4 |
Uber
UBER
|
$566K |
| 5 |
Cleveland-Cliffs
CLF
|
$555K |
Top Sells
| 1 |
Coca-Cola Femsa
KOF
|
$4.18M |
| 2 |
iShares Gold Trust
IAU
|
$2.68M |
| 3 |
Pfizer
PFE
|
$1.52M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.48M |
| 5 |
iShares Silver Trust
SLV
|
$692K |
Sector Composition
| 1 | Technology | 24.07% |
| 2 | Consumer Discretionary | 18.37% |
| 3 | Healthcare | 10.35% |
| 4 | Communication Services | 10.06% |
| 5 | Financials | 9.6% |
