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
$91.8M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$839K
2
+$513K
3
+$506K
4
MMM icon
3M
MMM
+$472K
5
BA icon
Boeing
BA
+$465K

Top Sells

1
+$3.07M
2
+$1.25M
3
+$1.04M
4
GLD icon
SPDR Gold Trust
GLD
+$651K
5
AMD icon
Advanced Micro Devices
AMD
+$587K

Sector Composition

1 Technology 33.5%
2 Consumer Discretionary 13.08%
3 Communication Services 11.16%
4 Financials 9.1%
5 Industrials 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,750
127
– –
-20,669
128
– –
-17,500
129
– –
-22,950
130
– –
-13,563
131
– –
-11,000
132
– –
-61
133
– –
-30,000
2 3 4 5
6