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
$86.3M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$877K
3
+$519K
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$505K
5
AMZN icon
Amazon
AMZN
+$407K

Top Sells

1
+$721K
2
+$620K
3
+$546K
4
NTR icon
Nutrien
NTR
+$545K
5
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$527K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.69%
3 Consumer Discretionary 12.94%
4 Financials 12.32%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.34M 9.66%
64,178
-356
2
$7.17M 8.3%
13,519
+58
3
$4.62M 5.35%
54,990
+4,850
4
$3.65M 4.23%
10,505
+15
5
$2.51M 2.9%
28,240
+3,150
6
$2.4M 2.78%
19,469
+850
7
$2.38M 2.75%
68,759
+59,621
8
$2.15M 2.49%
74,734
-13,375
9
$2.02M 2.34%
5,684
-200
10
$1.72M 1.99%
9,006
+55
11
$1.7M 1.96%
7,071
+67
12
$1.56M 1.81%
47,089
+15,656
13
$1.53M 1.77%
27,310
+160
14
$1.31M 1.52%
19,334
-9,136
15
$1.26M 1.46%
10,472
-314
16
$1.18M 1.36%
44,484
+175
17
$1.06M 1.23%
2,066
+5
18
$1.04M 1.21%
21,881
+574
19
$935K 1.08%
13,598
-175
20
$904K 1.05%
10,632
-190
21
$878K 1.02%
60,070
+4,110
22
$877K 1.02%
+8,811
23
$863K 1%
8,700
24
$832K 0.96%
37,788
+4,581
25
$784K 0.91%
73,624
-23,381
1
2 3 4 5