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
$140M
AUM Growth
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.24M
3
+$1.06M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$1.03M
5
GS icon
Goldman Sachs
GS
+$777K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$773K
4
PARA
Paramount Global Class B
PARA
+$738K
5
UBER icon
Uber
UBER
+$566K

Sector Composition

1 Technology 24.52%
2 Consumer Discretionary 17.07%
3 Healthcare 10.13%
4 Financials 9.5%
5 Communication Services 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
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