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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
$88.5M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$517K
3
+$471K
4
ONON icon
On Holding
ONON
+$444K
5
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$401K

Top Sells

1
+$2.26M
2
+$1.89M
3
+$1.48M
4
INTC icon
Intel
INTC
+$1.3M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.19M

Sector Composition

1 Technology 22.77%
2 Consumer Discretionary 15.63%
3 Healthcare 12.9%
4 Financials 10.6%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
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