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
$132M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.01M
3
+$876K
4
ELV icon
Elevance Health
ELV
+$777K
5
KOF icon
Coca-Cola Femsa
KOF
+$763K

Top Sells

1
+$1.21M
2
+$887K
3
+$502K
4
EIX icon
Edison International
EIX
+$500K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$471K

Sector Composition

1 Technology 21.95%
2 Consumer Discretionary 17.94%
3 Communication Services 11.91%
4 Financials 11.16%
5 Healthcare 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-8,118
177
– –
-19,056
178
– –
-110,383
4 5 6 7
8