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
101
$284 0.19%
8,019
-3,879
102
$283 0.19%
11,436
+1,890
103
$279 0.19%
1,315
-20
104
$279 0.19%
3,719
-183
105
$279 0.19%
+5,635
106
$278 0.19%
2,970
-486
107
$272 0.18%
19,460
+1,050
108
$269 0.18%
3,098
-2,703
109
$269 0.18%
54,435
+22,415
110
$268 0.18%
2,550
111
$266 0.18%
811
-69
112
$264 0.18%
108,046
-104,978
113
$260 0.17%
19,675
114
$259 0.17%
1,603
-24
115
$252 0.17%
4,200
116
$251 0.17%
17,720
+1,545
117
$245 0.16%
1,630
+6
118
$242 0.16%
1,652
-1,333
119
$241 0.16%
+40,826
120
$237 0.16%
910
121
$234 0.16%
6,400
122
$231 0.15%
1,738
+10
123
$229 0.15%
3,800
124
$227 0.15%
5,829
-4,590
125
$225 0.15%
+4,095