VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
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
+$4.17M
2
+$2.39M
3
+$1.22M
4
MGM icon
MGM Resorts International
MGM
+$1.02M
5
MU icon
Micron Technology
MU
+$709K

Top Sells

1
+$1.19M
2
+$968K
3
+$920K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$823K
5
MFG icon
Mizuho Financial
MFG
+$713K

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
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-800
127
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128
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-8,283
129
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130
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131
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132
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-1,200
133
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-10,355
134
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-4,950
135
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-17,575
136
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-17,015
137
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-14,000
138
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-1,619
2 3 4 5
6