VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
This Quarter Return
-1.74%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+0.52%)
Cap. Flow
+$7.01M
Cap. Flow
% of AUM
5.01%
Top 10 Holdings %
Top 10 Hldgs %
40.63%
Holding
171
New
25
Increased
52
Reduced
52
Closed
21
Top Buys
| 1 |
Intel
INTC
|
$1.49M |
| 2 |
SPDR Gold Trust
GLD
|
$1.24M |
| 3 |
iShares Silver Trust
SLV
|
$1.06M |
| 4 |
abrdn Physical Platinum Shares ETF
PPLT
|
$1.03M |
| 5 |
Goldman Sachs
GS
|
$777K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$1.12M |
| 2 |
VanEck Gold Miners ETF
GDX
|
$1.12M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$738K |
| 4 |
Uber
UBER
|
$566K |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$532K |
Sector Composition
| 1 | Technology | 24.52% |
| 2 | Consumer Discretionary | 17.07% |
| 3 | Healthcare | 10.13% |
| 4 | Financials | 9.5% |
| 5 | Communication Services | 8.51% |
