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
76
$457 0.31%
10,948
+7,823
77
$454 0.3%
+3,350
78
$443 0.3%
+7,527
79
$438 0.29%
2,678
+6
80
$422 0.28%
+12,050
81
$414 0.28%
10,000
82
$389 0.26%
+13,200
83
$385 0.26%
30,000
84
$380 0.25%
31,000
85
$361 0.24%
37,064
+1,110
86
$342 0.23%
19,734
+3,966
87
$341 0.23%
760
-14
88
$339 0.23%
235
89
$339 0.23%
+2,603
90
$338 0.23%
+9,454
91
$329 0.22%
8,493
92
$328 0.22%
14,562
+1,125
93
$322 0.22%
+835
94
$317 0.21%
+3,129
95
$312 0.21%
5,919
-2,318
96
$312 0.21%
34,580
-300
97
$299 0.2%
8,400
-3,000
98
$288 0.19%
2,550
99
$287 0.19%
+4,230
100
$287 0.19%
+11,545