VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $108M
1-Year Est. Return 50.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.68%
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
+$1.48M
2
+$1.28M
3
+$915K
4
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$898K
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$895K

Top Sells

1
+$2.3M
2
+$1.53M
3
+$1.29M
4
NMR icon
Nomura Holdings
NMR
+$666K
5
GLD icon
SPDR Gold Trust
GLD
+$529K

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
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