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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
$81.8M
AUM Growth
-$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.53M
3
+$930K
4
MOBX icon
Mobix Labs
MOBX
+$889K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$608K

Top Sells

1
+$1M
2
+$809K
3
+$804K
4
IYZ icon
iShares US Telecommunications ETF
IYZ
+$534K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$516K

Sector Composition

1 Technology 29.21%
2 Consumer Discretionary 11.16%
3 Communication Services 10.27%
4 Financials 8.25%
5 Industrials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,654
127
– –
-2,900
128
– –
-4,798
129
– –
-1,226
130
– –
-9,050
131
– –
-3,129
132
– –
-7,300
133
– –
-10,069
134
– –
-11,300
2 3 4 5
6