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
76
$353K 0.28%
+13,725
77
$347K 0.28%
+3,886
78
$343K 0.27%
+9,416
79
$342K 0.27%
1,773
+1
80
$329K 0.26%
+5,166
81
$328K 0.26%
3,230
82
$324K 0.26%
950
83
$324K 0.26%
19,200
84
$320K 0.26%
2,058
-360
85
$316K 0.25%
1,595
+37
86
$316K 0.25%
1,900
87
$311K 0.25%
32,837
+250
88
$310K 0.25%
64,350
+400
89
$303K 0.24%
24,300
+6,800
90
$301K 0.24%
6,671
+745
91
$301K 0.24%
235
92
$293K 0.23%
+8,550
93
$284K 0.23%
6,460
-79
94
$283K 0.23%
2,145
+15
95
$278K 0.22%
+10,925
96
$276K 0.22%
12,000
97
$276K 0.22%
2,150
-7
98
$274K 0.22%
2,389
-8
99
$272K 0.22%
+1,000
100
$271K 0.22%
960
2 3
4
5 6