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
$95M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$778K
2
+$764K
3
+$686K
4
BOAT icon
SonicShares Global Shipping ETF
BOAT
+$584K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$510K

Top Sells

1
+$7.16M
2
+$4.96M
3
+$4.68M
4
TSLA icon
Tesla
TSLA
+$4.05M
5
NVDA icon
NVIDIA
NVDA
+$3.68M

Sector Composition

1 Technology 32.94%
2 Consumer Discretionary 10.52%
3 Communication Services 10.18%
4 Industrials 7.99%
5 Financials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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154
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-11,476
155
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-11,736
156
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-11,200
157
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-14,063
158
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-29,694
159
– –
-3,500
160
– –
-10,850
3 4 5 6
7