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
101
$268K 0.21%
+6,926
102
$267K 0.21%
4,007
-2,000
103
$266K 0.21%
23,663
-64,027
104
$262K 0.21%
+8,965
105
$259K 0.21%
20,288
+27
106
$255K 0.2%
1,800
107
$247K 0.2%
+6,300
108
$246K 0.2%
+3,460
109
$235K 0.19%
254
+10
110
$229K 0.18%
+1,233
111
$228K 0.18%
30,000
112
$225K 0.18%
600
113
$223K 0.18%
550
-40
114
$222K 0.18%
+3,361
115
$219K 0.18%
275
-38
116
$218K 0.17%
1,350
-200
117
$217K 0.17%
+450
118
$212K 0.17%
20,000
119
$209K 0.17%
1,886
+3
120
$208K 0.17%
365
121
$208K 0.17%
530
-30
122
$204K 0.16%
7,190
-347
123
$190K 0.15%
20,000
124
$176K 0.14%
18,000
+1,500
125
$172K 0.14%
10,010
2 3 4
5
6