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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.06M
2 +$877K
3 +$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1 +$721K
2 +$620K
3 +$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,310
127
-10,426
128
-6,531
129
-6,099
130
-3,175
131
-4,750
132
-11,402
133
-11,951