VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Quarter Est. Return
1 Year Est. Return
+40.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$939K
3
+$724K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$625K
5
BCX icon
BlackRock Resources & Commodities Strategy Trust
BCX
+$450K

Top Sells

1
+$996K
2
+$784K
3
+$580K
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$398K
5
HDGE icon
AdvisorShares Ranger Equity Bear ETF
HDGE
+$385K

Sector Composition

1 Technology 22.74%
2 Consumer Discretionary 15.2%
3 Healthcare 10.75%
4 Financials 10.11%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$861K 0.86%
8,268
-432
27
$857K 0.85%
13,548
-50
28
$816K 0.81%
5,410
29
$814K 0.81%
6,379
-18
30
$809K 0.81%
2,893
+10
31
$744K 0.74%
33,645
-4,143
32
$743K 0.74%
21,500
+500
33
$738K 0.74%
4,632
-101
34
$729K 0.73%
114,700
-55,200
35
$724K 0.72%
+7,300
36
$713K 0.71%
3,117
+4
37
$707K 0.7%
7,613
-76
38
$695K 0.69%
9,150
39
$658K 0.66%
21,200
+8,500
40
$639K 0.64%
2,300
41
$626K 0.62%
35,735
+3,582
42
$593K 0.59%
1,921
43
$588K 0.59%
3,603
+1,103
44
$572K 0.57%
5,886
-3
45
$568K 0.57%
2,700
46
$566K 0.56%
3,805
-82
47
$562K 0.56%
5,188
+39
48
$552K 0.55%
57,884
+47,184
49
$552K 0.55%
1,110
+51
50
$528K 0.53%
5,327
+1,023
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