VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $108M
1-Year Est. Return 50.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.45M
3
+$1.33M
4
PANW icon
Palo Alto Networks
PANW
+$1.2M
5
HDGE icon
AdvisorShares Ranger Equity Bear ETF
HDGE
+$846K

Top Sells

1
+$2.13M
2
+$2.03M
3
+$566K
4
SBSW icon
Sibanye-Stillwater
SBSW
+$559K
5
AMRC icon
Ameresco
AMRC
+$480K

Sector Composition

1 Technology 30.44%
2 Consumer Discretionary 9.93%
3 Industrials 8.25%
4 Communication Services 7.71%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$567K 0.45%
22,071
+65
52
$565K 0.45%
3,480
+5
53
$523K 0.42%
685
+2
54
$521K 0.42%
+10,700
55
$518K 0.41%
13,200
+7,000
56
$512K 0.41%
14,900
-7,900
57
$512K 0.41%
9,611
-636
58
$511K 0.41%
19,842
+484
59
$504K 0.4%
45,000
60
$504K 0.4%
15,000
-21,000
61
$501K 0.4%
5,300
-1,400
62
$494K 0.4%
4,382
-2,182
63
$459K 0.37%
765
+50
64
$459K 0.37%
1,292
+21
65
$456K 0.36%
4,728
+46
66
$438K 0.35%
+33,500
67
$429K 0.34%
2,400
+200
68
$419K 0.33%
+3,110
69
$416K 0.33%
2,433
70
$402K 0.32%
+12,275
71
$394K 0.32%
23,159
-2,466
72
$389K 0.31%
+11,285
73
$378K 0.3%
30,000
74
$377K 0.3%
2,215
+300
75
$365K 0.29%
3,600
1 2
3
4 5