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
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132
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133
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134
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135
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137
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138
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