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
$124M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$693K
2 +$680K
3 +$577K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$554K
5
BA icon
Boeing
BA
+$515K

Sector Composition

1 Technology 24.82%
2 Consumer Discretionary 17.25%
3 Financials 12.04%
4 Communication Services 10.32%
5 Healthcare 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,050
152
-24,937