VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Return
25.57%
This Quarter Return
+12.79%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$18.5M
(+15%)
Cap. Flow
+$8.49M
Cap. Flow
% of AUM
5.97%
Top 10 Holdings %
Top 10 Hldgs %
43.76%
Holding
164
New
18
Increased
50
Reduced
62
Closed
11
Top Buys
| 1 |
Micron Technology
MU
|
$2.5M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$2.49M |
| 3 |
iShares Silver Trust
SLV
|
$1.66M |
| 4 |
Applied Materials
AMAT
|
$1.01M |
| 5 |
Amazon
AMZN
|
$851K |
Top Sells
| 1 |
On Holding
ONON
|
$655K |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$554K |
| 3 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
$373K |
| 4 |
Wynn Resorts
WYNN
|
$323K |
| 5 |
Vanguard Long-Term Corporate Bond ETF
VCLT
|
$309K |
Sector Composition
| 1 | Technology | 26.61% |
| 2 | Consumer Discretionary | 15.58% |
| 3 | Financials | 12.05% |
| 4 | Communication Services | 10.78% |
| 5 | Healthcare | 8.4% |
