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
$148M
AUM Growth
+$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.3M
3
+$1.12M
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$899K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$884K

Top Sells

1
+$2.28M
2
+$1.53M
3
+$1.3M
4
NMR icon
Nomura Holdings
NMR
+$650K
5
GLD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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