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
$140M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.06M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.03M
5
GS icon
Goldman Sachs
GS
+$777K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$773K
4
PARA
Paramount Global Class B
PARA
+$738K
5
UBER icon
Uber
UBER
+$566K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 17.07%
3 Healthcare 10.13%
4 Financials 9.5%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K 0.15%
1,705
+100
127
$211K 0.15%
+6,717
128
$211K 0.15%
1,573
+63
129
$211K 0.15%
+1,303
130
$209K 0.15%
+944
131
$208K 0.15%
1,950
132
$193K 0.14%
33,380
133
$190K 0.14%
10,000
134
$188K 0.13%
35,669
-3,875
135
$175K 0.13%
+43,818
136
$172K 0.12%
+33,890
137
$172K 0.12%
11,656
-2,095
138
$167K 0.12%
18,260
139
$166K 0.12%
+10,233
140
$163K 0.12%
11,368
+1,368
141
$157K 0.11%
1,895
142
$157K 0.11%
18,867
-1,100
143
$142K 0.1%
22,649
+25
144
$115K 0.08%
26,700
-18,800
145
$110K 0.08%
10,000
146
$96K 0.07%
13,699
-822
147
$86K 0.06%
3,973
148
$81K 0.06%
2,875
-625
149
$76K 0.05%
15,076
-1,275
150
$62K 0.04%
24,324
-971
3 4 5
6
7