We are live on ! Find out more
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
$101M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.91M
3
+$1.14M
4
MGM icon
MGM Resorts International
MGM
+$939K
5
UNH icon
UnitedHealth
UNH
+$771K

Top Sells

1
+$1.14M
2
+$901K
3
+$830K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$823K
5
MFG icon
Mizuho Financial
MFG
+$665K

Sector Composition

1 Technology 29.4%
2 Consumer Discretionary 10.76%
3 Communication Services 8.75%
4 Industrials 8.73%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-15,750
127
– –
-1,966
128
– –
-5,417
129
– –
-17,575
130
– –
-17,015
131
– –
-14,000
132
– –
-1,200
133
– –
-25,047
134
– –
-18,820
135
– –
-8,643
136
– –
-12,806
137
– –
-800
138
– –
-4,435
2 3 4 5
6