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
$149K
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$4.39K
2 +$2.17K
3 +$1.46K
4
HDGE icon
AdvisorShares Ranger Equity Bear ETF
HDGE
+$1.39K
5
PFE icon
Pfizer
PFE
+$1.31K

Top Sells

1 +$800K
2 +$757K
3 +$552K
4
COP icon
ConocoPhillips
COP
+$527K
5
XPEV icon
XPeng
XPEV
+$498K

Sector Composition

1 Technology 26.22%
2 Consumer Discretionary 16.86%
3 Communication Services 10.03%
4 Healthcare 9.21%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19K 0.8%
8,484
-196
27
$1.17K 0.79%
21,519
+433
28
$1.12K 0.75%
1,830
-35
29
$1.11K 0.75%
6,588
+2,550
30
$1.11K 0.74%
54,330
-11,665
31
$1.11K 0.74%
296,787
+4,220
32
$1.1K 0.73%
11,263
-2,290
33
$1.08K 0.72%
8,080
-100
34
$1.06K 0.71%
9,650
+650
35
$1.06K 0.71%
14,948
-4,950
36
$1.06K 0.71%
51,588
+7,399
37
$1.02K 0.68%
14,358
+158
38
$954 0.64%
3,958
+10
39
$922 0.62%
2,279
-1,775
40
$910 0.61%
38,100
-100
41
$878 0.59%
5,710
-1,000
42
$796 0.53%
14,000
+7,000
43
$788 0.53%
332
44
$785 0.53%
18,201
-11,750
45
$777 0.52%
4,269
-399
46
$765 0.51%
14,705
47
$760 0.51%
2,039
+6
48
$743 0.5%
+6,445
49
$734 0.49%
102,333
+77,745
50
$732 0.49%
+4,383