VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 25.57%
This Quarter Est. Return
1 Year Est. Return
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$817K
3 +$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1 +$4.18M
2 +$2.68M
3 +$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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