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
$139M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$817K
3
+$694K
4
UBER icon
Uber
UBER
+$566K
5
CLF icon
Cleveland-Cliffs
CLF
+$555K

Top Sells

1
+$4.18M
2
+$2.68M
3
+$1.52M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
SLV icon
iShares Silver Trust
SLV
+$692K

Sector Composition

1 Technology 24.07%
2 Consumer Discretionary 18.37%
3 Healthcare 10.35%
4 Communication Services 10.06%
5 Financials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 10.6%
83,056
+1,475
2
$10.9M 7.86%
65,580
+4,900
3
$6.7M 4.81%
13,337
+39
4
$6.32M 4.54%
17,955
+681
5
$3.91M 2.81%
11,629
-146
6
$3.75M 2.7%
10,447
+12
7
$2.97M 2.14%
16,265
+2,538
8
$2.68M 1.92%
18,500
-100
9
$2.43M 1.74%
7,216
-45
10
$2.32M 1.67%
39,306
-25,751
11
$2.25M 1.62%
43,736
+96
12
$2.04M 1.47%
6,150
13
$2.01M 1.44%
10,645
+2,745
14
$2M 1.43%
62,293
+49,093
15
$1.96M 1.41%
66,660
+1,500
16
$1.84M 1.32%
10,759
-1,181
17
$1.84M 1.32%
9,132
-144
18
$1.82M 1.31%
52,400
-76,944
19
$1.78M 1.28%
26,780
+130
20
$1.59M 1.14%
64,600
+10,700
21
$1.56M 1.12%
35,112
-501
22
$1.34M 0.96%
356,646
+59,859
23
$1.33M 0.96%
25,631
-6,673
24
$1.32M 0.95%
20,849
-670
25
$1.28M 0.92%
28,450
+10,249
1
2 3 4 5