VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
-1.37%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(-2%)
Cap. Flow
-$13.8K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
46.75%
Holding
145
New
10
Increased
52
Reduced
47
Closed
13
Top Buys
| 1 |
MGM Resorts International
MGM
|
$688K |
| 2 |
Exxon Mobil
XOM
|
$548K |
| 3 |
On Holding
ONON
|
$515K |
| 4 |
GXO Logistics
GXO
|
$449K |
| 5 |
Morgan Stanley
MS
|
$416K |
Top Sells
| 1 |
TRTN
Triton International Limited
TRTN
|
$1.13M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$526K |
| 3 |
Applied Materials
AMAT
|
$470K |
| 4 |
Enova International
ENVA
|
$287K |
| 5 |
Walt Disney
DIS
|
$272K |
Sector Composition
| 1 | Technology | 23.67% |
| 2 | Consumer Discretionary | 17.76% |
| 3 | Financials | 11.24% |
| 4 | Communication Services | 11.15% |
| 5 | Healthcare | 10.6% |
