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
$118M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.37M
3
+$1.36M
4
LYG icon
Lloyds Banking Group
LYG
+$1.32M
5
QCOM icon
Qualcomm
QCOM
+$1.05M

Top Sells

1
+$1.38M
2
+$979K
3
+$855K
4
CMRE icon
Costamare
CMRE
+$839K
5
SRPT icon
Sarepta Therapeutics
SRPT
+$729K

Sector Composition

1 Technology 23.57%
2 Consumer Discretionary 16.1%
3 Communication Services 11.96%
4 Financials 11.32%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
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