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
51
$729 0.49%
8,371
-131
52
$693 0.46%
39,972
+12,588
53
$689 0.46%
410
+100
54
$686 0.46%
5,900
-300
55
$680 0.46%
10,899
+100
56
$665 0.45%
2,350
-350
57
$645 0.43%
6,808
-85
58
$639 0.43%
9,104
-1,724
59
$636 0.43%
86,259
+5,722
60
$633 0.42%
3,299
-196
61
$619 0.42%
10,749
+7,155
62
$604 0.41%
+7,700
63
$590 0.4%
+1,325
64
$566 0.38%
8,125
65
$566 0.38%
6,275
-1,162
66
$553 0.37%
9,350
+2,069
67
$547 0.37%
33,400
68
$543 0.36%
1,991
69
$526 0.35%
4,878
-545
70
$514 0.34%
4,971
+33
71
$487 0.33%
3,250
-150
72
$485 0.33%
24,000
73
$470 0.32%
1,500
-20
74
$467 0.31%
11,809
-9,400
75
$460 0.31%
16,848
-5,674