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

Top Buys

1 +$2.18M
2 +$1.04M
3 +$958K
4
KOF icon
Coca-Cola Femsa
KOF
+$820K
5
ELV icon
Elevance Health
ELV
+$776K

Top Sells

1 +$1.25M
2 +$1.19M
3 +$880K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$502K
5
EIX icon
Edison International
EIX
+$500K

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
-12,384
177
-19,056
178
-110,383