VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Return
25.57%
This Quarter Return
+7.82%
1 Year Return
+25.57%
3 Year Return
+130.21%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$5.72M
(+4%)
Cap. Flow
-$2.99M
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
48.85%
Holding
165
New
12
Increased
52
Reduced
58
Closed
23
Top Buys
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
$2.28M |
| 2 |
Coca-Cola Femsa
KOF
|
$1.53M |
| 3 |
iShares Silver Trust
SLV
|
$1.3M |
| 4 |
Nomura Holdings
NMR
|
$650K |
| 5 |
SPDR Gold Trust
GLD
|
$525K |
Sector Composition
| 1 | Technology | 31.65% |
| 2 | Consumer Discretionary | 15% |
| 3 | Communication Services | 10.98% |
| 4 | Financials | 10.36% |
| 5 | Healthcare | 8.28% |
